Knoxville, TN | Bethesda, MD | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $83.8M | $88M | $79.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 4 |
| Individual clients | 66 | 40 | 240 |
| Assets per client | $1.3M | $2.2M | $331K |
| Clients per advisor | 17 | 40 | 60 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | 7 |
| People on Advicer.bio | – | 2 | 4 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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.