Alexandria, VA | Neptune, NJ | ||
|---|---|---|---|
| Assets under management | $786K | $829K | $838K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 11 | 5 | 27 |
| Assets per client | $71K | $166K | $31K |
| Clients per advisor | 11 | 5 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Mar 2022). 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.