Orlando, FL | Crestview, FL | ||
|---|---|---|---|
| Assets under management | $2.7M | $2.8M | $2.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 10 | – | 13 |
| Assets per client | $267K | – | $192K |
| Clients per advisor | 10 | – | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jul 2025, Feb 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.