Louisville, KY | Glenwood, AR | ||
|---|---|---|---|
| Assets under management | $49.3M | $51.9M | $51.9M |
| Asset growth, last 2 years | – | +38% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 251 | 38 | 112 |
| Assets per client | $197K | $1.4M | $464K |
| Clients per advisor | 251 | 38 | 112 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.