Lakeville, MN | Murfreesboro, TN | ||
|---|---|---|---|
| Assets under management | $7.5M | $7.9M | $7.1M |
| Asset growth, last 2 years | – | – | −87% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 17 | 44 | 38 |
| Assets per client | $441K | $179K | $187K |
| Clients per advisor | 17 | 44 | 38 |
| Main custodian | – | – | Nationwide Securities, LLC |
| Filing with the SEC since | 2026 | 2026 | 2015 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Oct 2026, Mar 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.