Canonsburg, PA | Santa Monica, CA | ||
|---|---|---|---|
| Assets under management | $90.4M | $95M | $85.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 112 | 155 | 28 |
| Assets per client | $807K | $613K | $3.1M |
| Clients per advisor | 28 | 78 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, 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.