Naperville, IL | Bentonville, AR | ||
|---|---|---|---|
| Assets under management | $89.9M | $94.5M | $94.5M |
| Asset growth, last 2 years | – | +41% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 109 | 79 | 285 |
| Assets per client | $825K | $1.2M | $332K |
| Clients per advisor | 55 | 79 | 285 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 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.