Orlando, FL | Rancho Santa Fe, CA | Lincoln, NE | |
|---|---|---|---|
| Assets under management | $803.5M | $844M | $844.8M |
| Asset growth, last 2 years | +146% | +28% | +31% |
| Advisory staff | 34 | 11 | 4 |
| Individual clients | 1,378 | 832 | 1,210 |
| Assets per client | $583K | $1M | $698K |
| Clients per advisor | 41 | 76 | 303 |
| Main custodian | Rl360 Insurance Company Limited | Schwab | Fidelity |
| Filing with the SEC since | 2022 | 2012 or earlier | 2013 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 20 | 11 | 5 |
From each firm's latest Form ADV (Aug 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.