Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Arlington, VA | |||
|---|---|---|---|
| Assets under management | $151.1M | $158.7M | $158.7M |
| Asset growth, last 2 years | −2% | +50% | +5,028% |
| Advisory staff | 2 | 1 | 4 |
| Individual clients | 139 | 29 | 26 |
| Assets per client | $1.1M | $5.5M | $6.1M |
| Clients per advisor | 70 | 29 | 7 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2022 | 2024 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Jul 2026, Jun 2026, Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Cope Connelly: Schwab · Private Financial Management LLC: Schwab · Altar Rock: none listed