Tigard, OR | Oakbrook Terrace, IL | Cullman, AL | |
|---|---|---|---|
| Assets under management | $35.4M | $37.2M | $37.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 40 | 118 | 189 |
| Assets per client | $885K | $315K | $197K |
| Clients per advisor | 20 | 39 | 95 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 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.