Mclean, VA | |||
|---|---|---|---|
| Assets under management | $83.2M | $87.4M | $79M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 15 | 108 | 81 |
| Assets per client | $5.5M | $809K | $975K |
| Clients per advisor | 15 | 36 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | 3 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Jan 2026, Aug 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.