| Assets under management | $19.4M | $20.4M | $20.4M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 63 | 8 | 31 |
| Assets per client | $309K | $2.6M | $659K |
| Clients per advisor | 63 | 8 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (Mar 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.