Indianapolis, IN | Carmel, IN | ||
|---|---|---|---|
| Assets under management | $41.1M | $43.4M | $39M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 80 | 31 | 47 |
| Assets per client | $514K | $1.4M | $831K |
| Clients per advisor | 27 | 31 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (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.