| Assets under management | $13.1M | $13.8M | $13.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 90 | 26 | 7 |
| Assets per client | $146K | $531K | $2M |
| Clients per advisor | 45 | 26 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2019 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (May 2026, Mar 2026, Jun 2019). 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.