New York, NY | New York, NY | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $430M | $455.4M | $451.6M |
| Asset growth, last 2 years | +8% | +25% | +30% |
| Advisory staff | 5 | 1 | 3 |
| Individual clients | 15 | 109 | 179 |
| Assets per client | $28.7M | $4.2M | $2.5M |
| Clients per advisor | 3 | 109 | 60 |
| Main custodian | J.P. Morgan | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 3 |
From each firm's latest Form ADV (Sep 2026, Apr 2026, Oct 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.