Tallahassee, FL | Santa Clara, CA | ||
|---|---|---|---|
| Assets under management | $55.1M | $57.9M | $57.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 49 | 48 | 2 |
| Assets per client | $1.1M | $1.2M | $28.9M |
| Clients per advisor | 25 | 24 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (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.