Pittsburgh, PA | Belleville, KS | ||
|---|---|---|---|
| Assets under management | $33.8M | $35.5M | $35.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 5 | 2 |
| Individual clients | 47 | 73 | 143 |
| Assets per client | $720K | $487K | $249K |
| Clients per advisor | 47 | 15 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 5 | 2 |
From each firm's latest Form ADV (Apr 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.