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.
Rhinebeck, NY | Bethesda, MD | ||
|---|---|---|---|
| Assets under management | $25.5M | $26.8M | $26.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 152 | 45 | 28 |
| Assets per client | $168K | $596K | $958K |
| Clients per advisor | 152 | 45 | 28 |
| Main custodian | – | AssetMark | – |
| Filing with the SEC since | 2025 | 2024 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | – | 1 | – |
From each firm's latest Form ADV (Mar 2025, Mar 2026, May 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.
Custodians on Form ADV: Fuller Capital Management, LLC: none listed · Ddo Advisory Services, LLC: AssetMark, Pershing · Middleton Advisory: none listed