Rancho Santa Fe, CA | San Diego, CA | Tampa, FL | |
|---|---|---|---|
| Assets under management | $261.6M | $276.1M | $248.4M |
| Asset growth, last 2 years | +67% | +15% | +50% |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 125 | 301 | 175 |
| Assets per client | $2.1M | $917K | $1.4M |
| Clients per advisor | 31 | 301 | 58 |
| Main custodian | Altruist | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 2 | 3 |
From each firm's latest Form ADV (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.