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.
Shreveport, LA | Baton Rouge, LA | Beaverton, OR | |
|---|---|---|---|
| Assets under management | $129.5M | $137M | $136.1M |
| Asset growth, last 2 years | – | +35% | +2% |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 285 | 280 | 124 |
| Assets per client | $455K | $489K | $1.1M |
| Clients per advisor | 95 | 93 | 62 |
| Main custodian | Schwab | – | LPL Financial |
| Filing with the SEC since | 2024 | 2024 | 2020 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (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: Castellano & Associates: Schwab, Mtg, LLC, Altruist · Harger and Company, Inc.: none listed · Capitol Family Office, Inc.: LPL Financial, Schwab, Fidelity