Springboro, OH | Cincinnati, OH | ||
|---|---|---|---|
| Assets under management | $271.9M | $286.3M | $285.6M |
| Asset growth, last 2 years | +88% | +11% | +84% |
| Advisory staff | 9 | 2 | 3 |
| Individual clients | 647 | 84 | 138 |
| Assets per client | $420K | $3.4M | $2.1M |
| Clients per advisor | 72 | 42 | 46 |
| Main custodian | Raymond James | Fidelity | Altruist |
| Filing with the SEC since | 2017 | 2012 or earlier | 2018 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 10 | 3 | 3 |
From each firm's latest Form ADV (Jan 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.