Franklin, TN | Springboro, OH | San Luis Obispo, CA | |
|---|---|---|---|
| Assets under management | $121.1M | $127.2M | $127.2M |
| Asset growth, last 2 years | −8% | −2% | +77% |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 178 | 285 | 196 |
| Assets per client | $680K | $446K | $649K |
| Clients per advisor | 45 | 285 | 196 |
| Main custodian | Pershing | Schwab | LPL Financial |
| Filing with the SEC since | 2018 | 2022 | 2019 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jan 2024, Oct 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.