Winston-Salem, NC | Coral Gables, FL | San Jose, CA | |
|---|---|---|---|
| Assets under management | $29.6M | $31.1M | $31.1M |
| Asset growth, last 2 years | – | – | −22% |
| Advisory staff | 0 | 5 | 2 |
| Individual clients | 257 | 71 | 39 |
| Assets per client | $115K | $438K | $797K |
| Clients per advisor | – | 14 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 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.