Pittsburgh, PA | Greensburg, PA | Corpus Christi, TX | |
|---|---|---|---|
| Assets under management | $14.1M | $14.9M | $13.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 39 | 80 | 81 |
| Assets per client | $362K | $186K | $165K |
| Clients per advisor | 20 | 80 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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.