| Assets under management | $167K | $177K | $177K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | −98% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 5 | 2 |
| Assets per client | $167K | $35K | $88K |
| Clients per advisor | 1 | 5 | 2 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2026 | 2017 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 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.