Winter Park, FL | Port St. Joe, FL | Sunrise, FL | |
|---|---|---|---|
| Assets under management | $69M | $72.7M | $72.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 410 | 80 | 124 |
| Assets per client | $168K | $908K | $585K |
| Clients per advisor | 205 | 80 | 124 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jun 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.