Overland Park, KS | Midlothian, VA | Thousand Oaks, CA | |
|---|---|---|---|
| Assets under management | $181.8M | $191M | $191M |
| Asset growth, last 2 years | +35% | +56% | +6% |
| Advisory staff | 9 | 3 | 2 |
| Individual clients | 244 | 67 | 94 |
| Assets per client | $745K | $2.9M | $2M |
| Clients per advisor | 27 | 22 | 47 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2015 | 2012 or earlier | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 9 | 3 | 2 |
From each firm's latest Form ADV (Jan 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.