Gainesville, GA | Mcdonough, GA | Boulder, CO | |
|---|---|---|---|
| Assets under management | $67.8M | $71.8M | $64.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 5 | 1 |
| Individual clients | 298 | 182 | 100 |
| Assets per client | $227K | $395K | $644K |
| Clients per advisor | 75 | 36 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | 7 | 1 |
From each firm's latest Form ADV (Apr 2026, Jul 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.