Mandeville, LA | Covington, LA | Cincinnati, OH | |
|---|---|---|---|
| Assets under management | $455.2M | $483.4M | $431.9M |
| Asset growth, last 2 years | +21% | +15% | – |
| Advisory staff | 2 | 6 | 5 |
| Individual clients | 291 | 140 | 120 |
| Assets per client | $1.6M | $3.5M | $3.6M |
| Clients per advisor | 146 | 23 | 24 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2017 | 2024 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 2 | 8 | 5 |
From each firm's latest Form ADV (Feb 2026, Sep 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.