Sacramento, CA | San Francisco, CA | ||
|---|---|---|---|
| Assets under management | $53.2M | $56.2M | $56M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 37 | 24 | 51 |
| Assets per client | $1.4M | $2.3M | $1.1M |
| Clients per advisor | 37 | 24 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Feb 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.