Richmond, VA | Portland, ME | Orlando, FL | |
|---|---|---|---|
| Assets under management | $765.1M | $804.1M | $803.5M |
| Asset growth, last 2 years | +16% | +24% | +146% |
| Advisory staff | 4 | 7 | 34 |
| Individual clients | 147 | 523 | 1,378 |
| Assets per client | $5.2M | $1.5M | $583K |
| Clients per advisor | 37 | 75 | 41 |
| Main custodian | Schwab | Schwab | Rl360 Insurance Company Limited |
| Filing with the SEC since | 2013 | 2019 | 2022 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 4 | 8 | 20 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Aug 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.