| Assets under management | $2M | $2.1M | $2.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 3 | – | 9 |
| Assets per client | $666K | – | $233K |
| Clients per advisor | 3 | – | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2025 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, May 2025, Apr 2025). 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.