Baltimore, MD | Baltimore, MD | ||
|---|---|---|---|
| Assets under management | $483.2M | $508.2M | $459M |
| Asset growth, last 2 years | +138% | +27% | +12% |
| Advisory staff | 5 | 3 | 4 |
| Individual clients | 321 | 96 | 147 |
| Assets per client | $1.5M | $5.3M | $3.1M |
| Clients per advisor | 64 | 32 | 37 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.