Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Lake Forest, CA | |||
|---|---|---|---|
| Assets under management | $4.7M | $4.9M | $4.5M |
| Asset growth, last 2 years | – | – | +1,010% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | 15 | 39 |
| Assets per client | $940K | $330K | $114K |
| Clients per advisor | 5 | 15 | 39 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Elm Tree Capital Management LLC: none listed · Lybis Investing: none listed · Berilium: Schwab