Annapolis, MD | Manchester, MO | Charleston, SC | |
|---|---|---|---|
| Assets under management | $138.2M | $145.2M | $131M |
| Asset growth, last 2 years | – | +4% | +44% |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 168 | 242 | 181 |
| Assets per client | $823K | $600K | $724K |
| Clients per advisor | 168 | 48 | 60 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2026 | 2019 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 7 | 3 |
From each firm's latest Form ADV (Mar 2026, Jun 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.