Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Murfreesboro, TN | Honolulu, HI | ||
|---|---|---|---|
| Assets under management | $6.8M | $7.1M | $7.1M |
| Asset growth, last 2 years | – | −87% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 40 | 38 | 8 |
| Assets per client | $170K | $187K | $890K |
| Clients per advisor | 40 | 38 | 8 |
| Main custodian | – | Nationwide Securities, LLC | – |
| Filing with the SEC since | 2026 | 2015 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Fit Financial Consulting LLC: none listed · Retirement Capital Management, LLC: Nationwide Securities, LLC, American Trust, Schwab, Empower, Fidelity · Crl Advisors: none listed