Jacksonville, FL | San Antonio, TX | Hendersonville, NC | |
|---|---|---|---|
| Assets under management | $48M | $50.4M | $45.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 46 | 139 | 132 |
| Assets per client | $1M | $363K | $345K |
| Clients per advisor | 46 | 139 | 132 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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.