Birmingham, AL | Warwick, RI | ||
|---|---|---|---|
| Assets under management | $43.3M | $45.5M | $45.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 40 | 161 | 186 |
| Assets per client | $1.1M | $283K | $244K |
| Clients per advisor | 40 | 81 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Apr 2026, Mar 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.