Lexington, KY | Summerville, SC | ||
|---|---|---|---|
| Assets under management | $13.8M | $14.5M | $13.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 22 | 13 | 166 |
| Assets per client | $626K | $1.1M | $79K |
| Clients per advisor | 22 | 13 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Sep 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.