Springfield, MO | Chesterfield, MO | ||
|---|---|---|---|
| Assets under management | $1.8M | $1.9M | $1.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 15 | 13 | 55 |
| Assets per client | $119K | $147K | $31K |
| Clients per advisor | 15 | 13 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2020 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Nov 2024, Mar 2026, Jul 2020). 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.