Lone Tree, CO | Collinsville, IL | ||
|---|---|---|---|
| Assets under management | $76M | $79.8M | $72.2M |
| Asset growth, last 2 years | – | – | +135% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 408 | 230 | 147 |
| Assets per client | $186K | $347K | $491K |
| Clients per advisor | 204 | 230 | 147 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Oct 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.