Jacksonville, FL | Surprise, AZ | ||
|---|---|---|---|
| Assets under management | $12.2M | $12.8M | $11.6M |
| Asset growth, last 2 years | −64% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 1 | 68 | 29 |
| Assets per client | $12.2M | $189K | $401K |
| Clients per advisor | 1 | 68 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2025 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 2025). 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.