Indianapolis, IN | Pendleton, IN | ||
|---|---|---|---|
| Assets under management | $101.3M | $106.9M | $96.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 95 | 278 | 80 |
| Assets per client | $1.1M | $384K | $1.2M |
| Clients per advisor | 95 | 139 | 80 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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.