Springfield, MO | Stamford, CT | ||
|---|---|---|---|
| Assets under management | $48.9M | $51.3M | $46.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 134 | 77 | 48 |
| Assets per client | $365K | $667K | $967K |
| Clients per advisor | 34 | 77 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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.