Northfield, IL | Chicago, IL | Carmel, CA | |
|---|---|---|---|
| Assets under management | $86M | $90.6M | $81.6M |
| Asset growth, last 2 years | −1% | – | +111% |
| Advisory staff | 4 | 4 | 2 |
| Individual clients | 93 | 192 | 61 |
| Assets per client | $924K | $472K | $1.3M |
| Clients per advisor | 23 | 48 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2014 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 4 | 2 |
From each firm's latest Form ADV (Sep 2026, 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.