Lafayette, LA | Westminster, CA | ||
|---|---|---|---|
| Assets under management | $16.2M | $17M | $17M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 24 | 192 | 28 |
| Assets per client | $674K | $88K | $607K |
| Clients per advisor | 24 | 192 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.