Omaha, NE | Birmingham, AL | ||
|---|---|---|---|
| Assets under management | $12.8M | $13.4M | $12.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 24 | 55 | 7 |
| Assets per client | $531K | $244K | $1.7M |
| Clients per advisor | 24 | 55 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 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.