Wichita, KS | Northbrook, IL | Chandler, AZ | |
|---|---|---|---|
| Assets under management | $11.6M | $12.1M | $12.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 43 | 31 | 22 |
| Assets per client | $269K | $392K | $552K |
| Clients per advisor | 43 | 31 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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.