Little Rock, AR | Kokomo, IN | Tampa, FL | |
|---|---|---|---|
| Assets under management | $435.1M | $456.9M | $413.1M |
| Asset growth, last 2 years | +10% | +37% | +97% |
| Advisory staff | 1 | 5 | 7 |
| Individual clients | 77 | 159 | 482 |
| Assets per client | $5.7M | $2.9M | $857K |
| Clients per advisor | 77 | 32 | 69 |
| Main custodian | Schwab | Schwab | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2020 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 3 | 9 |
From each firm's latest Form ADV (Mar 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.