| Assets under management | $88.2M | $92.6M | $92.7M |
|---|---|---|---|
| Asset growth, last 2 years | – | +76% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 85 | 64 | 68 |
| Assets per client | $1M | $1.4M | $1.4M |
| Clients per advisor | 85 | 64 | 68 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 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.