Kensington, MD | Chevy Chase, MD | Indian Wells, CA | |
|---|---|---|---|
| Assets under management | $234M | $247M | $222.1M |
| Asset growth, last 2 years | +24% | +31% | +54% |
| Advisory staff | 6 | 2 | 3 |
| Individual clients | 245 | 175 | 156 |
| Assets per client | $955K | $1.4M | $1.4M |
| Clients per advisor | 41 | 88 | 52 |
| Main custodian | Schwab | SEI | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 2 | 3 |
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.