Westport, CT | Reston, VA | Houston, TX | |
|---|---|---|---|
| Assets under management | $288.6M | $303.3M | $303.5M |
| Asset growth, last 2 years | +31% | +80% | +63% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 71 | 203 | 109 |
| Assets per client | $4.1M | $1.5M | $2.8M |
| Clients per advisor | 71 | 203 | 36 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2019 | 2021 | 2021 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Feb 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.