Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Eugene, OR | Augusta, GA | ||
|---|---|---|---|
| Assets under management | $304.8M | $320.2M | $289.4M |
| Asset growth, last 2 years | – | +60% | +42% |
| Advisory staff | 5 | 3 | 3 |
| Individual clients | 245 | 293 | 191 |
| Assets per client | $1.2M | $1.1M | $1.5M |
| Clients per advisor | 49 | 98 | 64 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2022 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 6 | 3 | 3 |
From each firm's latest Form ADV (Aug 2026, Apr 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Integrity Wealth LLC: Fidelity · Wynn Capital: Schwab · Grant Koehler & Levin LTD.: Fidelity