Somers, CT | Austin, TX | ||
|---|---|---|---|
| Assets under management | $43M | $45.2M | $40.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 63 | 60 | 148 |
| Assets per client | $683K | $753K | $276K |
| Clients per advisor | 32 | 60 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
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.