New York, NY | Sarasota, FL | Kansas City, MO | |
|---|---|---|---|
| Assets under management | $31.1M | $32.6M | $32.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 70 | 205 | 45 |
| Assets per client | $444K | $159K | $726K |
| Clients per advisor | 70 | 205 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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.