Bozeman, MT | Little Rock, AR | San Diego, CA | |
|---|---|---|---|
| Assets under management | $1.78B | $1.87B | $1.87B |
| Asset growth, last 2 years | +18% | +43% | +123% |
| Advisory staff | 7 | 13 | 60 |
| Individual clients | 20 | 332 | 3,918 |
| Assets per client | $89M | $5.6M | $478K |
| Clients per advisor | 3 | 26 | 65 |
| Main custodian | – | Schwab | Cetera Investment Services LLC |
| Filing with the SEC since | 2012 or earlier | 2020 | 2023 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 16 | 67 |
From each firm's latest Form ADV (Aug 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.