Chicago, IL | |||
|---|---|---|---|
| Assets under management | $92M | $96.7M | $87.3M |
| Asset growth, last 2 years | – | +33% | +499% |
| Advisory staff | 1 | 2 | 20 |
| Individual clients | 60 | 38 | 245 |
| Assets per client | $1.5M | $2.5M | $357K |
| Clients per advisor | 60 | 19 | 12 |
| Main custodian | – | Fidelity | – |
| Filing with the SEC since | 2026 | 2016 | 2020 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 2 | 32 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Oct 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.