Bala Cynwyd, PA | Southlake, TX | ||
|---|---|---|---|
| Assets under management | $180.1M | $189.2M | $189.4M |
| Asset growth, last 2 years | +44% | – | +34% |
| Advisory staff | 1 | 4 | 5 |
| Individual clients | 12 | 252 | 201 |
| Assets per client | $15M | $751K | $943K |
| Clients per advisor | 12 | 63 | 40 |
| Main custodian | Vanguard | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2024 | 2012 or earlier |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 5 | 4 |
From each firm's latest Form ADV (Mar 2026, May 2026, Sep 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.