| Assets under management | $69.2M | $72.7M | $72.7M |
|---|---|---|---|
| Asset growth, last 2 years | +76% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 60 | 67 |
| Assets per client | $5.8M | $1.2M | $1.1M |
| Clients per advisor | 12 | 60 | 67 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2025 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Mar 2025). 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.