Hingham, MA | Maumee, OH | ||
|---|---|---|---|
| Assets under management | $158.1M | $166.3M | $150.2M |
| Asset growth, last 2 years | +19% | −22% | +6% |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 139 | 159 | 248 |
| Assets per client | $1.1M | $1M | $606K |
| Clients per advisor | 139 | 53 | 62 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2020 | 2013 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (Apr 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.