Independence, OH | Centerville, OH | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $70.6M | $74.8M | $74.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 106 | 70 | 57 |
| Assets per client | $666K | $1.1M | $1.3M |
| Clients per advisor | 106 | 70 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 3 |
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.