Beaverton, OR | Klamath Falls, OR | Irving, TX | |
|---|---|---|---|
| Assets under management | $217.2M | $228.5M | $228.1M |
| Asset growth, last 2 years | +27% | +55% | +6% |
| Advisory staff | 5 | 6 | 4 |
| Individual clients | 259 | 414 | 357 |
| Assets per client | $839K | $552K | $639K |
| Clients per advisor | 52 | 69 | 89 |
| Main custodian | Schwab | Schwab | Tradestation Securities, Inc. |
| Filing with the SEC since | 2012 or earlier | 2019 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 5 | 3 | 4 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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.