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.
Metairie, LA | |||
|---|---|---|---|
| Assets under management | $4.4M | $4.7M | $4.2M |
| Asset growth, last 2 years | −43% | – | +9% |
| Advisory staff | 1 | 8 | 2 |
| Individual clients | 5 | 32 | 42 |
| Assets per client | $882K | $145K | $99K |
| Clients per advisor | 5 | 4 | 21 |
| Main custodian | Schwab | Shareholders Service Group, LLC | Interactive Brokers |
| Filing with the SEC since | 2020 | 2024 | 2016 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 8 | – |
From each firm's latest Form ADV (Sep 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: Clarivor: Schwab, Interactive Brokers · Colomb Investment Management Company, LLC: Shareholders Service Group, LLC, Nationwide Advisory · Christmas Corporation: Interactive Brokers