South Charleston, WV | Houston, TX | ||
|---|---|---|---|
| Assets under management | $13M | $13.7M | $12.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 43 | 25 | 16 |
| Assets per client | $302K | $546K | $771K |
| Clients per advisor | 14 | 13 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, Sep 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.