Newport Beach, CA | Turlock, CA | Atascadero, CA | |
|---|---|---|---|
| Assets under management | $98.6M | $103.9M | $104.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 73 | 110 | 131 |
| Assets per client | $1.4M | $944K | $798K |
| Clients per advisor | 37 | 110 | 66 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, May 2026, Oct 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.