Rock Hill, SC | Greenwood Village, CO | London | |
|---|---|---|---|
| Assets under management | $572.6M | $602.3M | $601.7M |
| Asset growth, last 2 years | +45% | – | +150% |
| Advisory staff | 5 | 2 | 12 |
| Individual clients | 476 | 100 | 992 |
| Assets per client | $1.2M | $6M | $607K |
| Clients per advisor | 95 | 50 | 83 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2017 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 5 | 3 | 12 |
From each firm's latest Form ADV (Feb 2026, Sep 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.