Santa Barbara, CA | Rogers, AR | Roanoke, VA | |
|---|---|---|---|
| Assets under management | $20.6M | $21.6M | $19.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 0 |
| Individual clients | 44 | 60 | 54 |
| Assets per client | $468K | $360K | $362K |
| Clients per advisor | 22 | 60 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
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.