Berkeley, CA | Fort Lauderdale, FL | Clarksville, TN | |
|---|---|---|---|
| Assets under management | $172M | $180.7M | $180.7M |
| Asset growth, last 2 years | +22% | +208% | – |
| Advisory staff | 4 | 2 | 3 |
| Individual clients | 55 | 199 | 330 |
| Assets per client | $3.1M | $908K | $548K |
| Clients per advisor | 14 | 100 | 110 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2015 | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 2 | 4 |
From each firm's latest Form ADV (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.