Trinity, FL | Evansville, IN | ||
|---|---|---|---|
| Assets under management | $44.6M | $46.8M | $46.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 118 | 96 | 130 |
| Assets per client | $378K | $488K | $360K |
| Clients per advisor | 118 | 48 | 130 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, 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.