Shallotte, NC | |||
|---|---|---|---|
| Assets under management | $5.2M | $5.5M | $5.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 10 | 2 | – |
| Assets per client | $525K | $2.8M | – |
| Clients per advisor | 10 | 2 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Jun 2025, 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.