Lake Oswego, OR | The Woodlands, TX | ||
|---|---|---|---|
| Assets under management | $51.1M | $53.7M | $53.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 40 | 60 | 431 |
| Assets per client | $1.3M | $894K | $125K |
| Clients per advisor | 20 | 30 | 431 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, Jun 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.