Germantown, TN | Nashville, TN | Memphis, TN | |
|---|---|---|---|
| Assets under management | $77.9M | $82.3M | $82.3M |
| Asset growth, last 2 years | – | −4% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 50 | 79 | 89 |
| Assets per client | $1.6M | $1M | $924K |
| Clients per advisor | 50 | 79 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (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.