Clayton, MO | |||
|---|---|---|---|
| Assets under management | $84M | $88.3M | $79.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 51 | 10 | 67 |
| Assets per client | $1.6M | $8.8M | $1.2M |
| Clients per advisor | 26 | 10 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
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.