East Lansing, MI | Norfolk, VA | ||
|---|---|---|---|
| Assets under management | $27.1M | $28.5M | $28.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 34 | 34 | 12 |
| Assets per client | $797K | $838K | $2.4M |
| Clients per advisor | 34 | 17 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, 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.