| Assets under management | $746K | $786K | $792K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 18 | 11 | 7 |
| Assets per client | $41K | $71K | $113K |
| Clients per advisor | 6 | 11 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Aug 2026, Jan 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.