Middleburg Heights, OH | Columbus, OH | Indianapolis, IN | |
|---|---|---|---|
| Assets under management | $356.4M | $376.6M | $338.3M |
| Asset growth, last 2 years | +63% | +33% | +33% |
| Advisory staff | 10 | 1 | 5 |
| Individual clients | 624 | 817 | 520 |
| Assets per client | $571K | $461K | $651K |
| Clients per advisor | 62 | 817 | 104 |
| Main custodian | LPL Financial | Schwab | Raymond James |
| Filing with the SEC since | 2023 | 2012 or earlier | 2019 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 10 | 1 | 6 |
From each firm's latest Form ADV (Oct 2026, Mar 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.