Orchard Park, NY | Sedalia, MO | ||
|---|---|---|---|
| Assets under management | $26.4M | $27.7M | $25M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 144 | 196 | 153 |
| Assets per client | $183K | $141K | $164K |
| Clients per advisor | 144 | 196 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 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.