Wayzata, MN | Hillsboro, OH | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $155.3M | $163.3M | $147.5M |
| Asset growth, last 2 years | +89% | +20% | +27% |
| Advisory staff | 3 | 1 | 4 |
| Individual clients | 106 | 337 | 237 |
| Assets per client | $1.5M | $485K | $622K |
| Clients per advisor | 35 | 337 | 59 |
| Main custodian | – | Raymond James | Hilltop Securities Inc. |
| Filing with the SEC since | 2012 or earlier | 2023 | 2016 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 1 | 6 |
From each firm's latest Form ADV (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.