Asheville, NC | New York, NY | Portsmouth, NH | |
|---|---|---|---|
| Assets under management | $724.9M | $761.9M | $688.3M |
| Asset growth, last 2 years | +107% | +67% | +81% |
| Advisory staff | 13 | 4 | 5 |
| Individual clients | 346 | 117 | 799 |
| Assets per client | $2.1M | $6.5M | $861K |
| Clients per advisor | 27 | 29 | 160 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2018 | 2013 | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 9 | 5 | 6 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Aug 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.