| Assets under management | $36.3M | $38.2M | $34.5M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 79 | 52 | 31 |
| Assets per client | $459K | $734K | $1.1M |
| Clients per advisor | 40 | 26 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Apr 2026, Jun 2026, Sep 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.