| Assets under management | $29.1M | $30.6M | $30.6M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 104 | 12 | 41 |
| Assets per client | $280K | $2.5M | $746K |
| Clients per advisor | 26 | 12 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Feb 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.