Somerset, NJ | Chattanooga, TN | Chandler, AZ | |
|---|---|---|---|
| Assets under management | $45.3M | $47.6M | $43M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 33 | 130 | 58 |
| Assets per client | $1.4M | $366K | $742K |
| Clients per advisor | 33 | 130 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 3 |
From each firm's latest Form ADV (Mar 2022, Mar 2026, Jul 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.