Pittsburgh, PA | Bethlehem, PA | Leawood, KS | |
|---|---|---|---|
| Assets under management | $248.3M | $262.5M | $260.7M |
| Asset growth, last 2 years | +33% | – | +23% |
| Advisory staff | 4 | 4 | 3 |
| Individual clients | 316 | 476 | 86 |
| Assets per client | $786K | $551K | $3M |
| Clients per advisor | 79 | 119 | 29 |
| Main custodian | Schwab | SEI | Schwab |
| Filing with the SEC since | 2018 | 2024 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 5 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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.