Omaha, NE | Austin, TX | Indianapolis, IN | |
|---|---|---|---|
| Assets under management | $53M | $55.7M | $55.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 4 |
| Individual clients | 85 | 49 | 74 |
| Assets per client | $624K | $1.1M | $753K |
| Clients per advisor | 21 | 49 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 4 | 1 | 4 |
From each firm's latest Form ADV (May 2026, Apr 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.