Portland, OR | Bend, OR | Bradenton, FL | |
|---|---|---|---|
| Assets under management | $72M | $76.2M | $75.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 63 | 43 | 58 |
| Assets per client | $1.1M | $1.8M | $1.3M |
| Clients per advisor | 63 | 11 | 58 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Aug 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.