Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Little Rock, AR | |||
|---|---|---|---|
| Assets under management | $58.5M | $61.5M | $61.5M |
| Asset growth, last 2 years | – | – | +23% |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 76 | 129 | 4 |
| Assets per client | $770K | $477K | $15.4M |
| Clients per advisor | 76 | 32 | 4 |
| Main custodian | – | – | Pershing |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 2 | 3 | – |
From each firm's latest Form ADV (Mar 2026, Feb 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Fiduciary Wealth Management, LLC: none listed · Drumond Wealth Management: none listed · Gruenstein Investments LLC: Pershing