Jupiter, FL | San Diego, CA | Tampa, FL | |
|---|---|---|---|
| Assets under management | $438M | $460.3M | $413.5M |
| Asset growth, last 2 years | +170% | +15% | +14% |
| Advisory staff | 4 | 3 | 6 |
| Individual clients | 69 | 378 | 37 |
| Assets per client | $6.3M | $1.2M | $11.2M |
| Clients per advisor | 17 | 126 | 6 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2024 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Sep 2026, Jun 2026, Apr 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.