Alpharetta, GA | Athens, GA | Clearwater, FL | |
|---|---|---|---|
| Assets under management | $26.2M | $27.7M | $24.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 29 | 40 | 99 |
| Assets per client | $902K | $692K | $251K |
| Clients per advisor | 29 | 20 | 99 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.