Durham, NC | Chapel Hill, NC | Raleigh, NC | |
|---|---|---|---|
| Assets under management | $65.5M | $69M | $69M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 114 | 31 | 22 |
| Assets per client | $574K | $2.2M | $3.1M |
| Clients per advisor | 114 | 31 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 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.