Scottsdale, AZ | Whitefish, MT | ||
|---|---|---|---|
| Assets under management | $31.7M | $33.4M | $30.1M |
| Asset growth, last 2 years | – | +44% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 52 | 29 | 51 |
| Assets per client | $611K | $1.2M | $591K |
| Clients per advisor | 52 | 29 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Apr 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.