Columbia, SC | Lancaster, PA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $1.55B | $1.63B | $1.63B |
| Asset growth, last 2 years | +74% | +22% | – |
| Advisory staff | 8 | 10 | 6 |
| Individual clients | 873 | 994 | 94 |
| Assets per client | $1.8M | $1.6M | $17.4M |
| Clients per advisor | 109 | 99 | 16 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 8 | 12 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 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.