Orlando, FL | Santa Fe, NM | ||
|---|---|---|---|
| Assets under management | $6M | $6.3M | $6.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 26 | 45 | 12 |
| Assets per client | $229K | $139K | $523K |
| Clients per advisor | 26 | 45 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 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.