Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Mt. Pleasant, SC | Greenwood Village, CO | Columbus, IN | |
|---|---|---|---|
| Assets under management | $559.3M | $587.9M | $587.7M |
| Asset growth, last 2 years | – | +96% | +54% |
| Advisory staff | 12 | 2 | 7 |
| Individual clients | 637 | 289 | 179 |
| Assets per client | $878K | $2M | $3.3M |
| Clients per advisor | 53 | 145 | 26 |
| Main custodian | – | Fidelity | Horizon Bank, N.a. |
| Filing with the SEC since | 2024 | 2023 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 10 | 2 | 6 |
From each firm's latest Form ADV (Jun 2026, Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Headland Capital: none listed · Jpl Wealth Management, LLC: Fidelity, Schwab · Kirr, Marbach & Company, LLC: Horizon Bank, N.a., Schwab, National Bank of Indianapolis