Carlsbad, CA | San Francisco, CA | Cleveland, OH | |
|---|---|---|---|
| Assets under management | $105.2M | $112.3M | $110.6M |
| Asset growth, last 2 years | – | – | +93% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 53 | 122 | 89 |
| Assets per client | $2M | $920K | $1.2M |
| Clients per advisor | 27 | 122 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, 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.