Shepherdstown, WV | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $2.7M | $2.8M | $2.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 10 | 19 |
| Assets per client | $226K | $285K | $150K |
| Clients per advisor | 12 | 10 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2025 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2023, Mar 2026, Mar 2025). 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.