Greenville, SC | Rapid City, SD | ||
|---|---|---|---|
| Assets under management | $40.2M | $42.2M | $42.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 61 | 25 | 69 |
| Assets per client | $659K | $1.7M | $612K |
| Clients per advisor | 61 | 13 | 69 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 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.