Blakely, PA | Mount Pleasant, SC | Fayetteville, NY | |
|---|---|---|---|
| Assets under management | $82M | $86.1M | $86.2M |
| Asset growth, last 2 years | – | +72% | +11% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 141 | 302 | 222 |
| Assets per client | $582K | $285K | $388K |
| Clients per advisor | 141 | 302 | 222 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2021 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Apr 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.