Miami, FL | Sarasota, FL | Pittsford, NY | |
|---|---|---|---|
| Assets under management | $14.1M | $14.8M | $13.3M |
| Asset growth, last 2 years | – | – | +12% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 47 | 33 |
| Assets per client | $469K | $315K | $404K |
| Clients per advisor | 30 | 47 | 33 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2026 | 2026 | 2017 |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 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.