San Diego, CA | Redding, CA | Winston Salem, NC | |
|---|---|---|---|
| Assets under management | $64.7M | $68.3M | $61.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 49 | 149 | 244 |
| Assets per client | $1.3M | $458K | $252K |
| Clients per advisor | 49 | 149 | 81 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 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.