San Diego, CA | |||
|---|---|---|---|
| Assets under management | $15.6M | $16.4M | $14.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 14 | 47 | 35 |
| Assets per client | $1.1M | $348K | $423K |
| Clients per advisor | 14 | 24 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Jul 2026, Oct 2025). 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.