Little Rock, AR | Maumee, OH | ||
|---|---|---|---|
| Assets under management | $259.2M | $272.3M | $272.2M |
| Asset growth, last 2 years | +129% | +56% | −11% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 179 | 153 | 662 |
| Assets per client | $1.4M | $1.8M | $411K |
| Clients per advisor | 90 | 77 | 166 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2020 | 2012 or earlier |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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.