Carmel, IN | |||
|---|---|---|---|
| Assets under management | $83.9M | $88.2M | $88.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 41 | 85 | 260 |
| Assets per client | $2M | $1M | $339K |
| Clients per advisor | 41 | 85 | 87 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Aug 2026, Apr 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.