Sarasota, FL | Winter Park, FL | Palm Beach Gardens, FL | |
|---|---|---|---|
| Assets under management | $77.2M | $81.5M | $73.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 110 | 60 | 127 |
| Assets per client | $702K | $1.4M | $576K |
| Clients per advisor | 28 | 60 | 127 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.