Newport Beach, CA | Novato, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $72.6M | $76.4M | $68.8M |
| Asset growth, last 2 years | – | +94% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 70 | 57 | 317 |
| Assets per client | $1M | $1.3M | $217K |
| Clients per advisor | 70 | 57 | 159 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.