Kansas City, MO | Raleigh, NC | ||
|---|---|---|---|
| Assets under management | $49.2M | $51.7M | $46.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 173 | 93 | 51 |
| Assets per client | $285K | $556K | $917K |
| Clients per advisor | 58 | 47 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | 3 | 3 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 2026, Mar 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.