| Assets under management | $4.2M | $4.4M | $4.4M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 4 | 12 | 16 |
| Assets per client | $1M | $367K | $275K |
| Clients per advisor | 4 | 12 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2025 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2025, Aug 2025). 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.