Weston, FL | Fernandina Beach, FL | Naples, FL | |
|---|---|---|---|
| Assets under management | $48.9M | $51.5M | $51.9M |
| Asset growth, last 2 years | – | +73% | – |
| Advisory staff | 9 | 1 | 1 |
| Individual clients | 226 | 50 | 125 |
| Assets per client | $216K | $1M | $415K |
| Clients per advisor | 25 | 50 | 125 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.