Matthews, NC | |||
|---|---|---|---|
| Assets under management | $9.1M | $9.6M | $8.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 2 | 57 | 35 |
| Assets per client | $4.5M | $168K | $246K |
| Clients per advisor | 2 | 19 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Jun 2026, Mar 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.