Roswell, GA | Dacula, GA | Mcallen, TX | |
|---|---|---|---|
| Assets under management | $71.1M | $75M | $74.8M |
| Asset growth, last 2 years | – | – | +171% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 140 | 141 | 313 |
| Assets per client | $508K | $532K | $239K |
| Clients per advisor | 140 | 141 | 157 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Mar 2024). 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.