Memphis, TN | Oak Brook, IL | Medina, OH | |
|---|---|---|---|
| Assets under management | $82.3M | $86.4M | $86.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 89 | 99 | 232 |
| Assets per client | $924K | $873K | $372K |
| Clients per advisor | 45 | 99 | 116 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 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.