| Assets under management | $25.2M | $26.5M | $26.4M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 23 | 66 | 35 |
| Assets per client | $1.1M | $401K | $755K |
| Clients per advisor | 23 | 66 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Mar 2023). 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.