Cincinnati, OH | Lexington, KY | ||
|---|---|---|---|
| Assets under management | $21.9M | $23M | $20.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 18 | 12 | 67 |
| Assets per client | $1.2M | $1.9M | $311K |
| Clients per advisor | 6 | 12 | 67 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, Aug 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.