Aiken, SC | Mount Pleasant, SC | Shavano Park, TX | |
|---|---|---|---|
| Assets under management | $76.7M | $81M | $80.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 161 | 73 | 82 |
| Assets per client | $476K | $1.1M | $983K |
| Clients per advisor | 81 | 73 | 82 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.