Morgantown, PA | Paoli, PA | Carmel Valley, CA | |
|---|---|---|---|
| Assets under management | $30.5M | $32.1M | $32M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 42 | 74 | 89 |
| Assets per client | $726K | $434K | $360K |
| Clients per advisor | 42 | 37 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, 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.