Las Vegas, NV | Fairview Park, OH | Lakewood, CO | |
|---|---|---|---|
| Assets under management | $644M | $676.4M | $611.5M |
| Asset growth, last 2 years | +19% | +371% | +39% |
| Advisory staff | 5 | 8 | 7 |
| Individual clients | 210 | 1,612 | 1,102 |
| Assets per client | $3.1M | $420K | $555K |
| Clients per advisor | 42 | 202 | 157 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2017 | 2022 | 2015 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 8 | 8 |
From each firm's latest Form ADV (Mar 2026, May 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.