Louisville, KY | East Dundee, IL | ||
|---|---|---|---|
| Assets under management | $91.8M | $96.4M | $87.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 213 | 95 | 96 |
| Assets per client | $431K | $1M | $908K |
| Clients per advisor | 71 | 48 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jun 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.