Carnegie, PA | Ebensburg, PA | Ponte Vedra Beach, FL | |
|---|---|---|---|
| Assets under management | $39.1M | $41.2M | $41.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 3 | 1 |
| Individual clients | 151 | 208 | 43 |
| Assets per client | $259K | $198K | $955K |
| Clients per advisor | 50 | 69 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 3 | 1 |
From each firm's latest Form ADV (Sep 2026, Jan 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.