Orlando, FL | Lakewood Ranch, FL | ||
|---|---|---|---|
| Assets under management | $306.6M | $322.1M | $326.3M |
| Asset growth, last 2 years | +103% | −6% | +53% |
| Advisory staff | 6 | 4 | 9 |
| Individual clients | 315 | 55 | 861 |
| Assets per client | $973K | $5.9M | $379K |
| Clients per advisor | 53 | 14 | 96 |
| Main custodian | Fidelity | Morgan Stanley | Schwab |
| Filing with the SEC since | 2024 | 2012 or earlier | 2022 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 7 | 4 | 7 |
From each firm's latest Form ADV (Oct 2026, 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.