Phoenix, AZ | Southern Pines, NC | Tucson, AZ | |
|---|---|---|---|
| Assets under management | $2.6M | $2.8M | $2.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 14 | 23 |
| Assets per client | – | $198K | $107K |
| Clients per advisor | – | 14 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 3 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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.