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.
Memphis, TN | Southold, NY | ||
|---|---|---|---|
| Assets under management | $36.1M | $37.9M | $37.9M |
| Asset growth, last 2 years | – | – | +49% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 145 | 22 | 15 |
| Assets per client | $249K | $1.7M | $2.5M |
| Clients per advisor | 73 | 22 | 15 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Jun 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.
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: Cothran Capital, LLC: none listed · Focus Advisory, LLC: none listed · Clearview Financial Planning, Inc.: Schwab