Boone, NC | Winnetka, IL | Monterey, CA | |
|---|---|---|---|
| Assets under management | $79.1M | $83.1M | $83.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 186 | 163 | 39 |
| Assets per client | $425K | $510K | $2.1M |
| Clients per advisor | 62 | 163 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jun 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.