Baton Rouge, LA | Walnut Creek, CA | Fort Collins, CO | |
|---|---|---|---|
| Assets under management | $62.6M | $65.7M | $65.7M |
| Asset growth, last 2 years | +121% | – | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 58 | 44 | 136 |
| Assets per client | $1.1M | $1.5M | $483K |
| Clients per advisor | 29 | 22 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Sep 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.