Orange, CA | Roseville, CA | Glen Allen, VA | |
|---|---|---|---|
| Assets under management | $63.1M | $66.6M | $66.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 124 | 108 | 25 |
| Assets per client | $509K | $616K | $2.6M |
| Clients per advisor | 62 | 54 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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.