Virginia Beach, VA | Chesapeake, VA | Somers Point, NJ | |
|---|---|---|---|
| Assets under management | $42.2M | $44.6M | $44.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 28 | 153 | 133 |
| Assets per client | $1.5M | $291K | $333K |
| Clients per advisor | 14 | 51 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Apr 2026, May 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.