Springboro, OH | Green Bay, WI | ||
|---|---|---|---|
| Assets under management | $192.2M | $202M | $202.1M |
| Asset growth, last 2 years | +18% | – | +15% |
| Advisory staff | 1 | 3 | 27 |
| Individual clients | 56 | 272 | 1,257 |
| Assets per client | $3.4M | $743K | $161K |
| Clients per advisor | 56 | 91 | 47 |
| Main custodian | Fidelity | Fidelity | Trade-PMR |
| Filing with the SEC since | 2021 | 2024 | 2017 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 38 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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.