Scottsdale, AZ | Arlington, VA | ||
|---|---|---|---|
| Assets under management | $62M | $65.1M | $65.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 63 | 125 | 50 |
| Assets per client | $984K | $521K | $1.3M |
| Clients per advisor | 63 | 125 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Apr 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.