| Assets under management | $3.7M | $3.9M | $3.9M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 58 | 18 | 13 |
| Assets per client | $64K | $217K | $300K |
| Clients per advisor | 58 | 18 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Mar 2025, Aug 2025). 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.