Maitland, FL | Bend, OR | ||
|---|---|---|---|
| Assets under management | $144.2M | $151.4M | $151.4M |
| Asset growth, last 2 years | – | −0% | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 55 | 850 | 164 |
| Assets per client | $2.6M | $178K | $923K |
| Clients per advisor | 55 | 425 | 55 |
| Main custodian | Schwab | Etc Brokerage Services, LLC | – |
| Filing with the SEC since | 2024 | 2023 | 2024 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 1 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Jul 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.