Raleigh, NC | Lake Bluff, IL | ||
|---|---|---|---|
| Assets under management | $93.6M | $98.3M | $98.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 254 | 3 | 6 |
| Individual clients | 287 | 189 | 460 |
| Assets per client | $326K | $520K | $214K |
| Clients per advisor | 1 | 63 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 254 | 4 | 6 |
From each firm's latest Form ADV (Sep 2026, Feb 2026, Apr 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.