Westhampton, NY | El Paso, TX | Rolling Hills Estates, CA | |
|---|---|---|---|
| Assets under management | $7.4M | $7.8M | $7.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 4 | 10 | 9 |
| Assets per client | $1.9M | $778K | $865K |
| Clients per advisor | 4 | 5 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (May 2026, Sep 2026, Feb 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.