Vero Beach, FL | Miami, FL | Naples, FL | |
|---|---|---|---|
| Assets under management | $98.1M | $103.6M | $92.5M |
| Asset growth, last 2 years | −11% | +3% | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 50 | 9 | 162 |
| Assets per client | $2M | $11.5M | $571K |
| Clients per advisor | 50 | 5 | 81 |
| Main custodian | Schwab | Pershing | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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.