Denver, CO | Atlanta, GA | ||
|---|---|---|---|
| Assets under management | $7.2M | $7.6M | $6.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 15 | 18 | 27 |
| Assets per client | $480K | $421K | $253K |
| Clients per advisor | 15 | 9 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 3 | 4 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Aug 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.