Cumming, GA | Boiling Springs, SC | ||
|---|---|---|---|
| Assets under management | $51.1M | $53.7M | $53.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 270 | 90 | 351 |
| Assets per client | $189K | $597K | $153K |
| Clients per advisor | 135 | 45 | 176 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, 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.