| Assets under management | $2.6M | $2.7M | $2.7M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 6 | 26 |
| Assets per client | $87K | $456K | $105K |
| Clients per advisor | 30 | 6 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, Jun 2023). 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.