Opelika, AL | Westlake Village, CA | ||
|---|---|---|---|
| Assets under management | $22.7M | $23.9M | $23.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 74 | 55 | – |
| Assets per client | $307K | $434K | – |
| Clients per advisor | 74 | 28 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 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.