Winchester, VA | San Clemente, CA | Colorado Springs, CO | |
|---|---|---|---|
| Assets under management | $425.3M | $447M | $447.2M |
| Asset growth, last 2 years | +82% | +68% | +46% |
| Advisory staff | 6 | 3 | 7 |
| Individual clients | 399 | 265 | 378 |
| Assets per client | $1.1M | $1.7M | $1.2M |
| Clients per advisor | 67 | 88 | 54 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2019 | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 6 | 3 | 7 |
From each firm's latest Form ADV (Feb 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.