Cleveland, OH | Fountain Hills, AZ | ||
|---|---|---|---|
| Assets under management | $77.4M | $81.3M | $73.5M |
| Asset growth, last 2 years | – | – | −13% |
| Advisory staff | 3 | 1 | 21 |
| Individual clients | 189 | 25 | 307 |
| Assets per client | $410K | $3.3M | $240K |
| Clients per advisor | 63 | 25 | 15 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 3 | 1 | 20 |
From each firm's latest Form ADV (Oct 2026, May 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.