Pewaukee, WI | Cullman, AL | Bend, OR | |
|---|---|---|---|
| Assets under management | $35.4M | $37.2M | $37.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 42 | 189 | 50 |
| Assets per client | $843K | $197K | $743K |
| Clients per advisor | 42 | 95 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 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.