Bethesda, MD | Rockville, MD | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $84.1M | $88.6M | $88.4M |
| Asset growth, last 2 years | +55% | – | +11% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 16 | 247 | 28 |
| Assets per client | $5.3M | $359K | $3.2M |
| Clients per advisor | 16 | 124 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (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.