Phoenix, AZ | Scottsdale, AZ | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $53.5M | $56.6M | $56.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 87 | 102 | 100 |
| Assets per client | $615K | $555K | $563K |
| Clients per advisor | 29 | 51 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Jun 2026, Feb 2026, Mar 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.