Carmel, IN | San Antonio, TX | ||
|---|---|---|---|
| Assets under management | $43.4M | $45.6M | $45.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 31 | 212 | 23 |
| Assets per client | $1.4M | $215K | $2M |
| Clients per advisor | 31 | 106 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Mar 2025). 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.