Albany, NY | Austin, TX | ||
|---|---|---|---|
| Assets under management | $675K | $715K | $636K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 0 | 9 | 0 |
| Assets per client | – | $79K | – |
| Clients per advisor | – | 9 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2019 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jun 2026, May 2026, Nov 2019). 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.