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.
Dexter, MI | |||
|---|---|---|---|
| Assets under management | $101.8M | $107M | $96.5M |
| Asset growth, last 2 years | – | +35% | +177% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 132 | 66 | 24 |
| Assets per client | $771K | $1.6M | $4M |
| Clients per advisor | 66 | 66 | 24 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2016 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
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.
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: Clear Wealth Management: none listed · Kj Capital Management LLC: Schwab · Xlm Capital Management: none listed