Greenwood Village, CO | Denver, CO | Hickory, NC | |
|---|---|---|---|
| Assets under management | $706.2M | $746.3M | $670.8M |
| Asset growth, last 2 years | +30% | +31% | +23% |
| Advisory staff | 7 | 3 | 1 |
| Individual clients | 421 | 57 | 24 |
| Assets per client | $1.7M | $13.1M | $27.9M |
| Clients per advisor | 60 | 19 | 24 |
| Main custodian | LPL Financial | Fidelity | Bank of America N.a |
| Filing with the SEC since | 2022 | 2012 or earlier | 2023 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 7 | 3 | 2 |
From each firm's latest Form ADV (May 2026, Mar 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.