Blair, NE | |||
|---|---|---|---|
| Assets under management | $44.5M | $46.7M | $46.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 42 | 120 | 298 |
| Assets per client | $1.1M | $389K | $157K |
| Clients per advisor | 42 | 120 | 298 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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.