Madrid | Madison, WI | Bethesda, MD | |
|---|---|---|---|
| Assets under management | $1.37B | $1.44B | $1.44B |
| Asset growth, last 2 years | +32% | +47% | +35% |
| Advisory staff | 6 | 8 | 8 |
| Individual clients | 28 | 357 | 444 |
| Assets per client | $48.9M | $4M | $3.2M |
| Clients per advisor | 5 | 45 | 56 |
| Main custodian | J.P. Morgan | Schwab | Fidelity |
| Filing with the SEC since | 2020 | 2014 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 7 | 8 |
From each firm's latest Form ADV (Jun 2026, Jan 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.