Dunkirk, MD | Boca Raton, FL | Germantown, MD | |
|---|---|---|---|
| Assets under management | $189.6M | $199.1M | $178.7M |
| Asset growth, last 2 years | +50% | +69% | +20% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 360 | 213 | 111 |
| Assets per client | $527K | $935K | $1.6M |
| Clients per advisor | 120 | 213 | 56 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2022 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 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.