Miami, FL | Turlock, CA | ||
|---|---|---|---|
| Assets under management | $109.5M | $115M | $103.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 6 | 1 |
| Individual clients | 114 | 69 | 110 |
| Assets per client | $961K | $1.7M | $944K |
| Clients per advisor | 114 | 12 | 110 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2019 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 8 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 2026, May 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.