| Assets under management | $6.5M | $6.8M | $6.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 5 | 21 | 62 |
| Assets per client | $1.3M | $326K | $110K |
| Clients per advisor | 5 | 11 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Sep 2026, Aug 2026, Sep 2023). 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.