Naples, FL | Cincinnati, OH | ||
|---|---|---|---|
| Assets under management | $22.7M | $23.8M | $21.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | 49 | 22 |
| Assets per client | $782K | $486K | $979K |
| Clients per advisor | 29 | 49 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.