Southern Pines, NC | Asheville, NC | Wilson, WY | |
|---|---|---|---|
| Assets under management | $148.2M | $155.9M | $155.9M |
| Asset growth, last 2 years | +24% | +34% | +34% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 178 | 268 | 42 |
| Assets per client | $833K | $582K | $3.7M |
| Clients per advisor | 89 | 134 | 42 |
| Main custodian | Schwab | Schwab | Shareholders Service Group, LLC |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Jun 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.