| Assets under management | $3M | $3.1M | $3.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | 29 | 27 |
| Assets per client | $330K | $108K | $116K |
| Clients per advisor | 9 | 29 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Jul 2024). 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.