Cary, NC | Charlotte, NC | ||
|---|---|---|---|
| Assets under management | $34.7M | $36.8M | $36.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 77 | 49 | 124 |
| Assets per client | $451K | $751K | $294K |
| Clients per advisor | 77 | 49 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Jan 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.