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.
Denver, CO | Denver, CO | Carlsbad, CA | |
|---|---|---|---|
| Assets under management | $198.1M | $208.8M | $188.2M |
| Asset growth, last 2 years | – | +74% | +31% |
| Advisory staff | 2 | 4 | 2 |
| Individual clients | 201 | 160 | 140 |
| Assets per client | $986K | $1.3M | $1.3M |
| Clients per advisor | 101 | 40 | 70 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2022 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 4 | 2 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Feb 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: Hoffmann Hermanson: Schwab · Capital Asset Management, LLC: Fidelity · Frank Financial Advisors: Schwab