Bellevue, WA | Oak Brook, IL | Tampa, FL | |
|---|---|---|---|
| Assets under management | $393.7M | $413.7M | $413.5M |
| Asset growth, last 2 years | +42% | +57% | +14% |
| Advisory staff | 2 | 3 | 6 |
| Individual clients | 219 | 143 | 37 |
| Assets per client | $1.8M | $2.9M | $11.2M |
| Clients per advisor | 110 | 48 | 6 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2021 | 2024 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Aug 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.