Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Geneva | Coatesville, PA | Hunt Valley, MD | |
|---|---|---|---|
| Assets under management | $750M | $788.3M | $790.1M |
| Asset growth, last 2 years | +50% | +84% | +27% |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 300 | 589 | 281 |
| Assets per client | $2.5M | $1.3M | $2.8M |
| Clients per advisor | 300 | 589 | 70 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | – | 1 | 5 |
From each firm's latest Form ADV (Feb 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Capitalia (Suisse): none listed · Hoey Investments, Inc.: Schwab · Marathon Capital Management: Schwab, Fidelity