Boca Raton, FL | Santa Barbara, CA | ||
|---|---|---|---|
| Assets under management | $31.4M | $33M | $33M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 41 | 37 | 18 |
| Assets per client | $767K | $893K | $1.8M |
| Clients per advisor | 41 | 37 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Apr 2026, Nov 2025, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.