Oregon City, OR | Portland, OR | Venice, FL | |
|---|---|---|---|
| Assets under management | $39.2M | $41.2M | $41.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 34 | 173 | 296 |
| Assets per client | $1.2M | $238K | $139K |
| Clients per advisor | 34 | 58 | 148 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Sep 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.