Cedar Falls, IA | Louisville, KY | ||
|---|---|---|---|
| Assets under management | $96.7M | $101.5M | $91.8M |
| Asset growth, last 2 years | +33% | – | – |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 38 | 180 | 213 |
| Assets per client | $2.5M | $564K | $431K |
| Clients per advisor | 19 | 60 | 71 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2016 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 3 | 2 |
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.