Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Apex, NC | Geneva, IL | ||
|---|---|---|---|
| Assets under management | $83M | $87.2M | $87.2M |
| Asset growth, last 2 years | – | −24% | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 101 | 200 | 60 |
| Assets per client | $822K | $436K | $1.5M |
| Clients per advisor | 51 | 200 | 30 |
| Main custodian | – | Morgan Stanley | – |
| Filing with the SEC since | 2026 | 2014 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Mar 2024, May 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Crutchfield Advisors, Inc: none listed · Timothy J. Ellis, Inc.: Morgan Stanley · Lenity Financial, Inc.: none listed