Rogers, AR | Los Gatos, CA | ||
|---|---|---|---|
| Assets under management | $4.7M | $4.9M | $4.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 2 | 15 | 7 |
| Assets per client | $2.3M | $330K | $635K |
| Clients per advisor | 1 | 15 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 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.