Seattle, WA | Mt. Pleasant, SC | ||
|---|---|---|---|
| Assets under management | $58.1M | $61M | $61M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 37 | 35 | 164 |
| Assets per client | $1.6M | $1.7M | $372K |
| Clients per advisor | 19 | 35 | 164 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, 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.