Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Cary, NC | |||
|---|---|---|---|
| Assets under management | $84.6M | $88.9M | $88.9M |
| Asset growth, last 2 years | – | +25% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 18 | 25 | 90 |
| Assets per client | $4.7M | $3.6M | $988K |
| Clients per advisor | 18 | 25 | 90 |
| Main custodian | – | Fidelity | – |
| Filing with the SEC since | 2026 | 2014 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Cgm Investment Management: none listed · Shfp, LLC: Fidelity · Realm Investment Consulting LLC: none listed