St. Petersburg, FL | Rockledge, FL | ||
|---|---|---|---|
| Assets under management | $58.5M | $61.5M | $55.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 69 | 129 | 85 |
| Assets per client | $848K | $477K | $653K |
| Clients per advisor | 35 | 32 | 85 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, 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.