Atlanta, GA | Atlanta, GA | ||
|---|---|---|---|
| Assets under management | $118.3M | $125.3M | $124.3M |
| Asset growth, last 2 years | +171% | – | +99% |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 79 | 81 | 100 |
| Assets per client | $1.5M | $1.5M | $1.2M |
| Clients per advisor | 26 | 41 | 100 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.