Washington, DC | Elkhart, IN | Highlands Ranch, CO | |
|---|---|---|---|
| Assets under management | $15.8M | $16.6M | $16.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 64 | 59 | 33 |
| Assets per client | $247K | $281K | $503K |
| Clients per advisor | 32 | 59 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Jun 2026, Mar 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.