San Ramon, CA | Fort Mill, SC | ||
|---|---|---|---|
| Assets under management | $77.4M | $81.3M | $81.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 52 | 162 | 137 |
| Assets per client | $1.5M | $502K | $594K |
| Clients per advisor | 52 | 81 | 137 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.