San Francisco, CA | Newport News, VA | ||
|---|---|---|---|
| Assets under management | $11M | $11.6M | $11.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | 17 | 43 |
| Assets per client | $2.2M | $681K | $270K |
| Clients per advisor | 5 | 17 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2024, 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.