Atlanta, GA | New York, NY | ||
|---|---|---|---|
| Assets under management | $28.1M | $29.5M | $29.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 51 | 40 | 21 |
| Assets per client | $552K | $739K | $1.4M |
| Clients per advisor | 51 | 20 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Apr 2026, Jun 2026, Jul 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.