Taylor, MI | Parrish, FL | Manor, TX | |
|---|---|---|---|
| Assets under management | $194K | $209K | $210K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 5 | 10 | – |
| Assets per client | $39K | $21K | – |
| Clients per advisor | 5 | 10 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Jul 2026, Jun 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.