Springfield, MO | |||
|---|---|---|---|
| Assets under management | $24.6M | $25.8M | $23.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 37 | 6 | 23 |
| Assets per client | $664K | $4.3M | $1M |
| Clients per advisor | 9 | 6 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 5 | 2 |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Jul 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.