Duluth, GA | San Antonio, TX | ||
|---|---|---|---|
| Assets under management | $1.6M | $1.7M | $1.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 18 | 5 | 7 |
| Assets per client | $92K | $347K | $223K |
| Clients per advisor | 18 | 3 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.