Casselberry, FL | Maitland, FL | ||
|---|---|---|---|
| Assets under management | $159.6M | $167.9M | $151.4M |
| Asset growth, last 2 years | +130% | +1% | −0% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 121 | 97 | 850 |
| Assets per client | $1.3M | $1.7M | $178K |
| Clients per advisor | 61 | 97 | 425 |
| Main custodian | Schwab | Schwab | Etc Brokerage Services, LLC |
| Filing with the SEC since | 2012 or earlier | 2017 | 2023 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.