Chicago, IL | Orland Park, IL | Salem, OH | |
|---|---|---|---|
| Assets under management | $90.6M | $96M | $95.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 192 | 110 | 56 |
| Assets per client | $472K | $873K | $1.7M |
| Clients per advisor | 48 | 110 | 56 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.