Bloomington, IN | Indianapolis, IN | Nyon, Vaud | |
|---|---|---|---|
| Assets under management | $595.6M | $628M | $625.4M |
| Asset growth, last 2 years | +56% | +11% | +15% |
| Advisory staff | 21 | 4 | 3 |
| Individual clients | 1,078 | 612 | 92 |
| Assets per client | $552K | $1M | $6.8M |
| Clients per advisor | 51 | 153 | 31 |
| Main custodian | Raymond James | Fidelity | Banque Pictet & Cie Sa |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2016 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 11 | 5 | – |
From each firm's latest Form ADV (Feb 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.