Bala Cynwyd, PA | Orlando, FL | ||
|---|---|---|---|
| Assets under management | $180.1M | $189.2M | $171M |
| Asset growth, last 2 years | +44% | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 12 | 252 | 115 |
| Assets per client | $15M | $751K | $1.5M |
| Clients per advisor | 12 | 63 | 115 |
| Main custodian | Vanguard | Schwab | Fidelity |
| Filing with the SEC since | 2022 | 2024 | 2024 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 5 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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.