Boise, ID | Hays, KS | Fernandina Beach, FL | |
|---|---|---|---|
| Assets under management | $49M | $51.5M | $51.5M |
| Asset growth, last 2 years | – | – | +73% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 82 | 164 | 50 |
| Assets per client | $598K | $314K | $1M |
| Clients per advisor | 82 | 82 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 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.