| Assets under management | $2.4M | $2.5M | $2.3M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 20 | 55 | 3 |
| Assets per client | $120K | $46K | $760K |
| Clients per advisor | 20 | 55 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2023, Mar 2026, Feb 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.