Mclean, VA | Madison, WI | San Diego, CA | |
|---|---|---|---|
| Assets under management | $28.9M | $30.4M | $27.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 23 | 163 | 91 |
| Assets per client | $1.3M | $186K | $301K |
| Clients per advisor | 23 | 163 | 91 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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.