From each firm's latest Form ADV (Mar 2026, Oct 2026, Apr 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Bantam Inc.
Mavros Capital Management, LLC
Plan B Investments, Inc.
Advisory staff
Bantam Inc.
Mavros Capital Management, LLC
Plan B Investments, Inc.
Individual clients
Bantam Inc.
Mavros Capital Management, LLC
Plan B Investments, Inc.
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Bantam Inc.: Schwab · Mavros Capital Management, LLC: none listed · Plan B Investments, Inc.: none listed
