Venice, FL | Jacksonville, FL | Miami, FL | |
|---|---|---|---|
| Assets under management | $102.8M | $108.8M | $97.3M |
| Asset growth, last 2 years | +157% | −30% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 28 | 620 | 10 |
| Assets per client | $3.7M | $176K | $9.7M |
| Clients per advisor | 28 | 620 | 5 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2018 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (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.