Winter Park, FL | Zürich | Brookfield, WI | |
|---|---|---|---|
| Assets under management | $439.1M | $461.6M | $462.2M |
| Asset growth, last 2 years | +49% | +43% | +63% |
| Advisory staff | 5 | 8 | 4 |
| Individual clients | 371 | 176 | 362 |
| Assets per client | $1.2M | $2.6M | $1.3M |
| Clients per advisor | 74 | 22 | 91 |
| Main custodian | Fidelity | Reyl & Cie. S.a. | Fidelity |
| Filing with the SEC since | 2020 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 6 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Sep 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.