Stuart, FL | Miami, FL | Prior Lake, MN | |
|---|---|---|---|
| Assets under management | $36.4M | $38.4M | $38.2M |
| Asset growth, last 2 years | +46% | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 77 | 8 | 87 |
| Assets per client | $472K | $4.8M | $439K |
| Clients per advisor | 77 | 3 | 87 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | – |
From each firm's latest Form ADV (Mar 2026, Apr 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.