Atlanta, GA | Cocoa, FL | Sarasota, FL | |
|---|---|---|---|
| Assets under management | $50.7M | $53.2M | $48M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 49 | 230 | 155 |
| Assets per client | $1M | $231K | $310K |
| Clients per advisor | 49 | 230 | 155 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Jan 2026, Feb 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.