Venice, FL | Orlando, FL | Wichita, KS | |
|---|---|---|---|
| Assets under management | $10.4M | $11M | $9.9M |
| Asset growth, last 2 years | – | – | −86% |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 33 | 35 | 4 |
| Assets per client | $315K | $314K | $2.5M |
| Clients per advisor | 8 | 35 | 4 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 4 | – | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 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.