Atlanta, GA | El Segundo, CA | ||
|---|---|---|---|
| Assets under management | $272K | $288K | $290K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 8 | 1 | 1 |
| Individual clients | 101 | 0 | 2 |
| Assets per client | $3K | – | $145K |
| Clients per advisor | 13 | – | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 8 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, May 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.