Lakeland, FL | Ponte Vedra Beach, FL | Wheeling, WV | |
|---|---|---|---|
| Assets under management | $70M | $73.9M | $73.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 152 | 25 | 105 |
| Assets per client | $461K | $3M | $700K |
| Clients per advisor | 76 | 25 | 105 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jan 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.