Ankeny, IA | Bethesda, MD | ||
|---|---|---|---|
| Assets under management | $97.5M | $102.4M | $92.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 58 | 149 | 41 |
| Assets per client | $1.7M | $687K | $2.3M |
| Clients per advisor | 58 | 50 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | 3 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Apr 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.