Bend, OR | Oakbrook Terrace, IL | ||
|---|---|---|---|
| Assets under management | $35.4M | $37.2M | $37.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 100 | 50 | 118 |
| Assets per client | $354K | $743K | $315K |
| Clients per advisor | 100 | 25 | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 2 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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.