Cincinnati, OH | Defiance, OH | Beaumont, TX | |
|---|---|---|---|
| Assets under management | $29.1M | $30.6M | $30.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 88 | 103 | 35 |
| Assets per client | $330K | $297K | $872K |
| Clients per advisor | 44 | 52 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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.