Hendersonville, NC | Cambridge, MN | Wichita, KS | |
|---|---|---|---|
| Assets under management | $10.4M | $10.9M | $9.9M |
| Asset growth, last 2 years | – | −5% | −86% |
| Advisory staff | 0 | 11 | 1 |
| Individual clients | 50 | 58 | 4 |
| Assets per client | $208K | $188K | $2.5M |
| Clients per advisor | – | 5 | 4 |
| Main custodian | – | Fidelity | Schwab |
| Filing with the SEC since | 2026 | 2020 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 14 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Aug 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.