| Assets under management | $5.9M | $6.2M | $5.6M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 29 | 34 | 9 |
| Assets per client | $203K | $182K | $621K |
| Clients per advisor | 29 | 17 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (May 2026, 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.