Chevy Chase, MD | Bellevue, WA | Sacramento, CA | |
|---|---|---|---|
| Assets under management | $591.4M | $621.3M | $561.3M |
| Asset growth, last 2 years | +39% | +55% | +34% |
| Advisory staff | 1 | 9 | 5 |
| Individual clients | 21 | 913 | 561 |
| Assets per client | $28.2M | $680K | $1M |
| Clients per advisor | 21 | 101 | 112 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2017 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | – | 9 | 5 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, Jun 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.