Charlotte, NC | Peachtree City, GA | Zanesville, OH | |
|---|---|---|---|
| Assets under management | $8.8M | $9.3M | $8.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 18 | 86 |
| Assets per client | $735K | $516K | $97K |
| Clients per advisor | 12 | 18 | 86 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.