Raleigh, NC | Southern Pines, NC | Westminster, MD | |
|---|---|---|---|
| Assets under management | $26.8M | $28.3M | $28.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | 273 | 84 |
| Assets per client | $923K | $104K | $335K |
| Clients per advisor | 29 | 273 | 84 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2014 | 2025 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.