St. Charles, MO | Columbus, OH | ||
|---|---|---|---|
| Assets under management | $9M | $9.4M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 44 | 6 |
| Assets per client | $471K | $214K | $1.4M |
| Clients per advisor | 19 | 44 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jun 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.