Winter Park, FL | Inlet Beach, FL | ||
|---|---|---|---|
| Assets under management | $8.5M | $9M | $8.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 62 | 18 | 15 |
| Assets per client | $138K | $500K | $541K |
| Clients per advisor | 31 | 18 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.