Lexington, KY | Westerville, OH | ||
|---|---|---|---|
| Assets under management | $89.9M | $94.5M | $94.5M |
| Asset growth, last 2 years | – | +106% | +81% |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 265 | 43 | 323 |
| Assets per client | $339K | $2.2M | $293K |
| Clients per advisor | 133 | 43 | 108 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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.