Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Louisville, KY | |||
|---|---|---|---|
| Assets under management | $99.9M | $104.9M | $104.9M |
| Asset growth, last 2 years | −11% | – | +23% |
| Advisory staff | 1 | 5 | 3 |
| Individual clients | 19 | 114 | 85 |
| Assets per client | $5.3M | $921K | $1.2M |
| Clients per advisor | 19 | 23 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2014 | 2026 | 2013 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | – | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.