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.
Little Rock, AR | Kokomo, IN | San Diego, CA | |
|---|---|---|---|
| Assets under management | $435.1M | $456.9M | $413.2M |
| Asset growth, last 2 years | +10% | +37% | +65% |
| Advisory staff | 1 | 5 | 2 |
| Individual clients | 77 | 159 | 383 |
| Assets per client | $5.7M | $2.9M | $1.1M |
| Clients per advisor | 77 | 32 | 192 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (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.
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: Horrell Capital Management, Inc.: Schwab, BNY · Smith Financial: Schwab, Newport Group Securities, Inc. · Ted Buchan & Company: Pershing