Alpharetta, GA | Atlanta, GA | Crested Butte, CO | |
|---|---|---|---|
| Assets under management | $83.6M | $88.4M | $87.9M |
| Asset growth, last 2 years | – | +11% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 59 | 28 | 155 |
| Assets per client | $1.4M | $3.2M | $567K |
| Clients per advisor | 30 | 28 | 155 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.