Tooele, UT | Indianapolis, IN | El Paso, TX | |
|---|---|---|---|
| Assets under management | $41.4M | $43.5M | $43.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 445 | 86 | 79 |
| Assets per client | $93K | $506K | $552K |
| Clients per advisor | 223 | 86 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (May 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.