Atlanta, GA | Hinsdale, IL | Boston, MA | |
|---|---|---|---|
| Assets under management | $23.1M | $24.2M | $24.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 27 | 9 | 8 |
| Assets per client | $855K | $2.7M | $3M |
| Clients per advisor | 27 | 9 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (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.