Salem, OR | Clackamas, OR | Independence, OH | |
|---|---|---|---|
| Assets under management | $284.8M | $300.4M | $299.1M |
| Asset growth, last 2 years | +39% | +43% | +190% |
| Advisory staff | 3 | 4 | 5 |
| Individual clients | 221 | 496 | 152 |
| Assets per client | $1.3M | $606K | $2M |
| Clients per advisor | 74 | 124 | 30 |
| Main custodian | AssetMark | Axos Clearing | Fidelity |
| Filing with the SEC since | 2020 | 2017 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jun 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.