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.
Mexico City | Darien, CT | ||
|---|---|---|---|
| Assets under management | $13.7M | $14.4M | $13M |
| Asset growth, last 2 years | – | +4,019% | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 24 | 220 | 6 |
| Assets per client | $570K | $65K | $2.2M |
| Clients per advisor | 24 | 220 | 2 |
| Main custodian | – | – | Pershing |
| Filing with the SEC since | 2026 | 2023 | 2022 |
| Tools in their stack | 3 | – | 2 |
| People on Advicer.bio | 1 | – | – |
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.
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: Chevron Financial: none listed · Networth Capital: none listed · Private Capital Asset Management LLC: Pershing