San Diego, CA | Fallbrook, CA | Green Bay, WI | |
|---|---|---|---|
| Assets under management | $59.2M | $62.5M | $56.2M |
| Asset growth, last 2 years | −35% | – | – |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 66 | 108 | 215 |
| Assets per client | $896K | $579K | $261K |
| Clients per advisor | 22 | 36 | 108 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 4 | 2 |
From each firm's latest Form ADV (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.