Glendale, AZ | Oxford, FL | Tucson, AZ | |
|---|---|---|---|
| Assets under management | $46.9M | $49.2M | $44.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 68 | 68 | 180 |
| Assets per client | $690K | $724K | $247K |
| Clients per advisor | 68 | 34 | 180 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Apr 2021). 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.