Myrtle Beach, SC | Mount Pleasant, SC | Clarkesville, GA | |
|---|---|---|---|
| Assets under management | $8.1M | $8.5M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 45 | 11 | 17 |
| Assets per client | $180K | $777K | $500K |
| Clients per advisor | 11 | 11 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 4 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 2021). 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.