Tupelo, MS | Salt Lake City, UT | Jersey City, NJ | |
|---|---|---|---|
| Assets under management | $2.89B | $3.05B | $2.74B |
| Asset growth, last 2 years | +55% | +88% | +40% |
| Advisory staff | 12 | 16 | 5 |
| Individual clients | 351 | 514 | 2,251 |
| Assets per client | $8.2M | $5.9M | $1.2M |
| Clients per advisor | 29 | 32 | 450 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2012 or earlier |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 13 | 26 | 5 |
From each firm's latest Form ADV (Sep 2026, Aug 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.