Longwood, FL | St. Petersburg, FL | Portland, OR | |
|---|---|---|---|
| Assets under management | $55.6M | $58.5M | $52.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 111 | 69 | 22 |
| Assets per client | $501K | $848K | $2.4M |
| Clients per advisor | 56 | 35 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.