Dublin, OH | |||
|---|---|---|---|
| Assets under management | $27.6M | $29M | $29M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 28 | 110 | 172 |
| Assets per client | $987K | $264K | $169K |
| Clients per advisor | 28 | 110 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Apr 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.