Costa Mesa, CA | San Francisco, CA | Cardiff-By-The-Sea, CA | |
|---|---|---|---|
| Assets under management | $105.3M | $112.3M | $99.8M |
| Asset growth, last 2 years | +25% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 133 | 122 | 231 |
| Assets per client | $792K | $920K | $432K |
| Clients per advisor | 67 | 122 | 231 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| 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.