| Assets under management | $6.8M | $7.1M | $7.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 32 | 74 | 33 |
| Assets per client | $212K | $96K | $216K |
| Clients per advisor | 16 | 74 | 33 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Jul 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.