Cleveland, OH | Canton, OH | Massapequa, NY | |
|---|---|---|---|
| Assets under management | $31.4M | $33.1M | $29.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 60 | 107 | 23 |
| Assets per client | $523K | $309K | $1.3M |
| Clients per advisor | 60 | 36 | 23 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 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.