Lexington, KY | Alexandria, VA | Las Vegas, NV | |
|---|---|---|---|
| Assets under management | $158.7M | $166.9M | $150.8M |
| Asset growth, last 2 years | +56% | +3% | +5% |
| Advisory staff | 5 | 2 | 10 |
| Individual clients | 208 | 58 | 6,792 |
| Assets per client | $763K | $2.9M | $22K |
| Clients per advisor | 42 | 29 | 679 |
| Main custodian | Schwab | Schwab | Axos Clearing |
| Filing with the SEC since | 2021 | 2012 or earlier | 2014 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 14 |
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.