Raleigh, NC | Raleigh, NC | Darien, CT | |
|---|---|---|---|
| Assets under management | $620M | $659.4M | $589M |
| Asset growth, last 2 years | +72% | +172% | +31% |
| Advisory staff | 2 | 9 | 3 |
| Individual clients | 610 | 495 | 241 |
| Assets per client | $1M | $1.3M | $2.4M |
| Clients per advisor | 305 | 55 | 80 |
| Main custodian | Schwab | Wells Fargo | J.P. Morgan |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 4 | 11 | 3 |
From each firm's latest Form ADV (Jan 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.