Chattanooga, TN | Brentwood, TN | Phoenix, AZ | |
|---|---|---|---|
| Assets under management | $56.4M | $59.5M | $53.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 52 | 60 | 87 |
| Assets per client | $1.1M | $992K | $615K |
| Clients per advisor | 52 | 30 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.