Huron, OH | Des Plaines, IL | Denver, CO | |
|---|---|---|---|
| Assets under management | $70.3M | $73.9M | $66.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 186 | 88 | 25 |
| Assets per client | $378K | $839K | $2.7M |
| Clients per advisor | 62 | 88 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
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.