Minneapolis, MN | Akron, OH | ||
|---|---|---|---|
| Assets under management | $5.3M | $5.6M | $5.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 13 | 10 | 11 |
| Assets per client | $410K | $561K | $460K |
| Clients per advisor | 13 | 10 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Aug 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.