Clayton, MO | Boulder, CO | Draper, UT | |
|---|---|---|---|
| Assets under management | $132.5M | $139.3M | $125.4M |
| Asset growth, last 2 years | +19% | – | −15% |
| Advisory staff | 1 | 3 | 8 |
| Individual clients | 38 | 162 | 905 |
| Assets per client | $3.5M | $860K | $139K |
| Clients per advisor | 38 | 54 | 113 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2015 | 2024 | 2018 |
| Tools in their stack | 1 | 3 | 1 |
| People on Advicer.bio | 1 | 1 | 8 |
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.