Mt. Pleasant, SC | Greenwood Village, CO | Southlake, TX | |
|---|---|---|---|
| Assets under management | $559.3M | $587.9M | $530.5M |
| Asset growth, last 2 years | – | +96% | +17% |
| Advisory staff | 12 | 2 | 9 |
| Individual clients | 637 | 289 | 539 |
| Assets per client | $878K | $2M | $984K |
| Clients per advisor | 53 | 145 | 60 |
| Main custodian | – | Fidelity | Fidelity |
| Filing with the SEC since | 2024 | 2023 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 10 | 2 | 10 |
From each firm's latest Form ADV (Jun 2026, Sep 2026, Jul 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.