Meridian, ID | Conyers, GA | ||
|---|---|---|---|
| Assets under management | $104M | $109.3M | $98.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 72 | 346 | 105 |
| Assets per client | $1.4M | $316K | $941K |
| Clients per advisor | 72 | 115 | 105 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Sep 2026, 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.