Findlay, OH | Avon, CT | Bethesda, MD | |
|---|---|---|---|
| Assets under management | $62.4M | $65.6M | $59.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 116 | 61 | 55 |
| Assets per client | $538K | $1.1M | $1.1M |
| Clients per advisor | 116 | 31 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jun 2026, Oct 2026, Sep 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.