Nashville, TN | Chicago, IL | Eugene, OR | |
|---|---|---|---|
| Assets under management | $63M | $66.1M | $59.8M |
| Asset growth, last 2 years | – | – | +498% |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 31 | 30 | 185 |
| Assets per client | $2M | $2.2M | $323K |
| Clients per advisor | 31 | 15 | 62 |
| Main custodian | – | – | American Funds Distributors, Inc. |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | 1 | 5 | 1 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Jan 2026, Mar 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.