Winter Park, FL | Newport Beach, CA | ||
|---|---|---|---|
| Assets under management | $4M | $4.3M | $4.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 32 | 35 |
| Assets per client | – | $133K | $122K |
| Clients per advisor | – | 32 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 1 | – | – |
From each firm's latest Form ADV (Feb 2026, Mar 2026, 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.