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.
Pittsburgh, PA | Charlotte, NC | ||
|---|---|---|---|
| Assets under management | $190M | $199.6M | $199.5M |
| Asset growth, last 2 years | +18% | +32% | +24% |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 11 | 205 | 259 |
| Assets per client | $17.3M | $974K | $770K |
| Clients per advisor | 11 | 68 | 65 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Jul 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: Financial Horizons, Inc.: none listed · Kapusta Financial Group: Schwab · Ia Network, LLC: Schwab, SEI