Auburn, CA | San Francisco, CA | Winter Park, FL | |
|---|---|---|---|
| Assets under management | $27.3M | $28.7M | $28.6M |
| Asset growth, last 2 years | −4% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 53 | 28 | 71 |
| Assets per client | $514K | $1M | $403K |
| Clients per advisor | 53 | 28 | 71 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 2 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.