San Diego, CA | Newport Beach, CA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $2.14B | $2.28B | $2.28B |
| Asset growth, last 2 years | +30% | +55% | +33% |
| Advisory staff | 5 | 10 | 7 |
| Individual clients | 131 | 7,691 | 217 |
| Assets per client | $16.4M | $296K | $10.5M |
| Clients per advisor | 26 | 769 | 31 |
| Main custodian | Schwab | Capital Client Group, Inc. | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 10 | 12 | 8 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, May 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.