Coral Gables, FL | Boca Raton, FL | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $2M | $2.2M | $2.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 4 | 10 | 35 |
| Assets per client | $500K | $217K | $60K |
| Clients per advisor | 4 | 5 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2025, Jun 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.