Richmond, VA | Wrentham, MA | ||
|---|---|---|---|
| Assets under management | $102.6M | $107.8M | $107.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 12 |
| Individual clients | 166 | 97 | 584 |
| Assets per client | $618K | $1.1M | $185K |
| Clients per advisor | 83 | 49 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | 1 |
| People on Advicer.bio | 2 | 2 | 11 |
From each firm's latest Form ADV (Jan 2026, May 2026, 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.