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.
St. Louis, MO | |||
|---|---|---|---|
| Assets under management | $135M | $141.9M | $141.8M |
| Asset growth, last 2 years | +41% | +26% | +215% |
| Advisory staff | 2 | 5 | 2 |
| Individual clients | 218 | 233 | 439 |
| Assets per client | $619K | $609K | $323K |
| Clients per advisor | 109 | 47 | 220 |
| Main custodian | Trade-PMR | Folio | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2020 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 7 | 2 |
From each firm's latest Form ADV (Aug 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: Carota Wealth Management: Trade-PMR · Severin Investments LLC: Folio, Schwab · Stock Management LLC: Fidelity, Schwab