Bardstown, KY | Lehi, UT | Shelton, CT | |
|---|---|---|---|
| Assets under management | $55.6M | $58.4M | $58.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 347 | 319 | 37 |
| Assets per client | $160K | $183K | $1.6M |
| Clients per advisor | 174 | 160 | 37 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.