Richmond, VA | Lynchburg, VA | Jacksonville, FL | |
|---|---|---|---|
| Assets under management | $337.2M | $357.2M | $354M |
| Asset growth, last 2 years | +46% | +33% | +53% |
| Advisory staff | 6 | 4 | 5 |
| Individual clients | 167 | 192 | 110 |
| Assets per client | $2M | $1.9M | $3.2M |
| Clients per advisor | 28 | 48 | 22 |
| Main custodian | Pershing | Fidelity | Fidelity |
| Filing with the SEC since | 2017 | 2012 or earlier | 2016 |
| Tools in their stack | 6 | – | 1 |
| People on Advicer.bio | 5 | 4 | 3 |
From each firm's latest Form ADV (Apr 2026, Jan 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.