Dexter, MO | Kansas City, MO | ||
|---|---|---|---|
| Assets under management | $46.7M | $49.2M | $44.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 147 | 173 | 60 |
| Assets per client | $318K | $285K | $740K |
| Clients per advisor | 74 | 58 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 6 | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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.