Jeffersonville, IN | Conyers, GA | New Albany, IN | |
|---|---|---|---|
| Assets under management | $103.6M | $108.8M | $97.7M |
| Asset growth, last 2 years | – | +105% | – |
| Advisory staff | 4 | 2 | 10 |
| Individual clients | 463 | 91 | 440 |
| Assets per client | $224K | $1.2M | $222K |
| Clients per advisor | 116 | 46 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 4 | 1 | 10 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, Feb 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.