Greenville, SC | |||
|---|---|---|---|
| Assets under management | $14.1M | $14.8M | $14.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 8 | 79 | 35 |
| Assets per client | $1.8M | $187K | $423K |
| Clients per advisor | 8 | 26 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | – | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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.