Chevy Chase, MD | |||
|---|---|---|---|
| Assets under management | $7.4M | $7.7M | $7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 15 | 16 | 8 |
| Assets per client | $490K | $483K | $872K |
| Clients per advisor | 15 | 16 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Mar 2022). 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.