Douglas, GA | Weston, FL | Haddonfield, NJ | |
|---|---|---|---|
| Assets under management | $46.6M | $48.9M | $44.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 9 | 1 |
| Individual clients | 116 | 226 | 47 |
| Assets per client | $402K | $216K | $941K |
| Clients per advisor | 116 | 25 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 4 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, 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.