Sout Boston, MA | Shepherdstown, WV | ||
|---|---|---|---|
| Assets under management | $3M | $3.2M | $2.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 31 | 10 |
| Assets per client | $500K | $102K | $285K |
| Clients per advisor | 6 | 31 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2025, Jan 2026, Mar 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.