Bozeman, MT | San Francisco, CA | ||
|---|---|---|---|
| Assets under management | $37.7M | $39.6M | $39.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 112 | 135 | 16 |
| Assets per client | $336K | $293K | $2.5M |
| Clients per advisor | 37 | 135 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 2 |
| People on Advicer.bio | 3 | – | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jul 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.