Port St. Joe, FL | Lakewood Ranch, FL | Chapel Hill, NC | |
|---|---|---|---|
| Assets under management | $72.7M | $76.7M | $69M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 80 | 81 | 31 |
| Assets per client | $908K | $947K | $2.2M |
| Clients per advisor | 80 | 81 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.