| Assets under management | $47.9M | $50.3M | $50.3M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 6 |
| Individual clients | 28 | 79 | 178 |
| Assets per client | $1.7M | $637K | $283K |
| Clients per advisor | 28 | 79 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 10 |
| People on Advicer.bio | 1 | 2 | 8 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Sep 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.