London | Topeka, KS | ||
|---|---|---|---|
| Assets under management | $601.7M | $632.2M | $571.4M |
| Asset growth, last 2 years | +150% | +24% | +46% |
| Advisory staff | 12 | 10 | 20 |
| Individual clients | 992 | 1,097 | 698 |
| Assets per client | $607K | $576K | $819K |
| Clients per advisor | 83 | 110 | 35 |
| Main custodian | Fidelity | Fidelity | SEI |
| Filing with the SEC since | 2017 | 2018 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 12 | 14 | 19 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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.