Warner Robins, GA | |||
|---|---|---|---|
| Assets under management | $70.4M | $74M | $74M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 240 | 65 | 207 |
| Assets per client | $293K | $1.1M | $357K |
| Clients per advisor | 120 | 65 | 69 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, 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.