| Assets under management | $1.5M | $1.6M | $1.4M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 3 | 5 | 7 |
| Assets per client | $496K | $313K | $202K |
| Clients per advisor | 1 | 5 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | – | 1 |
From each firm's latest Form ADV (Oct 2026, Mar 2023, 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.