Cincinnati, OH | Roseville, CA | ||
|---|---|---|---|
| Assets under management | $20.3M | $21.3M | $21.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 45 | 140 | 7 |
| Assets per client | $451K | $152K | $3.1M |
| Clients per advisor | 45 | 140 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Aug 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.