Norfolk, VA | Superior, WI | Colleyville, TX | |
|---|---|---|---|
| Assets under management | $64.8M | $68.1M | $68M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 100 | 835 | 42 |
| Assets per client | $648K | $82K | $1.6M |
| Clients per advisor | 50 | 418 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (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.