Charlotte, NC | |||
|---|---|---|---|
| Assets under management | $9.6M | $10.1M | $10.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 4 |
| Individual clients | 1 | 20 | 5 |
| Assets per client | $9.6M | $506K | $2M |
| Clients per advisor | – | 20 | 1 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Mar 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.