| Assets under management | $49.9M | $52.4M | $47.4M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | 71 | 9 |
| Assets per client | $1.7M | $738K | $5.3M |
| Clients per advisor | 29 | 71 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.