St. Petersburg, FL | South Jordan, UT | Mission Viejo, CA | |
|---|---|---|---|
| Assets under management | $36M | $37.8M | $37.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 16 | 91 |
| Assets per client | $1.9M | $2.4M | $416K |
| Clients per advisor | 19 | 16 | 91 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.