Scottsdale, AZ | Coral Gables, FL | Orchard Park, NY | |
|---|---|---|---|
| Assets under management | $420.2M | $441.9M | $399.1M |
| Asset growth, last 2 years | +26% | +18% | +33% |
| Advisory staff | 4 | 3 | 7 |
| Individual clients | 88 | 7 | 351 |
| Assets per client | $4.8M | $63.1M | $1.1M |
| Clients per advisor | 22 | 2 | 50 |
| Main custodian | Schwab | J.P. Morgan | Schwab |
| Filing with the SEC since | 2012 or earlier | 2019 | 2012 or earlier |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 5 | 2 | 7 |
From each firm's latest Form ADV (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.