| Assets under management | $6.8M | $7.2M | $6.5M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 4 |
| Individual clients | 62 | 11 | 15 |
| Assets per client | $110K | $654K | $433K |
| Clients per advisor | 31 | 11 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Sep 2023, 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.