Memphis, TN | Moorestown, NJ | ||
|---|---|---|---|
| Assets under management | $27.1M | $28.5M | $28.5M |
| Asset growth, last 2 years | −94% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 40 | 30 | 12 |
| Assets per client | $678K | $950K | $2.4M |
| Clients per advisor | 40 | 30 | 12 |
| Main custodian | U.S. Bank | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.