Salisbury, NC | Bedminster, NJ | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $101.4M | $106.5M | $106.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 5 | 2 |
| Individual clients | 323 | 46 | 86 |
| Assets per client | $314K | $2.3M | $1.2M |
| Clients per advisor | 108 | 9 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 3 | 5 | 2 |
From each firm's latest Form ADV (Feb 2026, Sep 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.