Summerville, SC | Denver, CO | ||
|---|---|---|---|
| Assets under management | $13.1M | $13.8M | $12.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 4 |
| Individual clients | 166 | 23 | – |
| Assets per client | $79K | $599K | – |
| Clients per advisor | 55 | 23 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 2 |
| People on Advicer.bio | 3 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Apr 2026, Jun 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.