Charlotte, NC | Eden, NC | Hayward, WI | |
|---|---|---|---|
| Assets under management | $2.3M | $2.5M | $2.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 19 | 3 | 19 |
| Assets per client | $123K | $833K | $117K |
| Clients per advisor | 19 | 3 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.