| Assets under management | $57.1M | $59.9M | $54.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 112 | 54 | 79 |
| Assets per client | $509K | $1.1M | $686K |
| Clients per advisor | 112 | 27 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 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.