San Francisco, CA | San Diego, CA | Oakhurst, CA | |
|---|---|---|---|
| Assets under management | $15.5M | $16.4M | $16.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 33 | 47 | 70 |
| Assets per client | $470K | $348K | $233K |
| Clients per advisor | 33 | 24 | 70 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Jul 2026, Jan 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.