Valley City, OH | Worthington, OH | Dublin, OH | |
|---|---|---|---|
| Assets under management | $13.3M | $14M | $14M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 251 | 21 | 23 |
| Assets per client | $53K | $667K | $608K |
| Clients per advisor | 84 | 21 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Mar 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.