Indianapolis, IN | Independence, OH | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $1.57B | $1.64B | $1.48B |
| Asset growth, last 2 years | +16% | +52% | +35% |
| Advisory staff | 39 | 20 | 3 |
| Individual clients | 2,193 | 3,646 | 15 |
| Assets per client | $714K | $451K | $99M |
| Clients per advisor | 56 | 182 | 5 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2016 | 2014 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 33 | 23 | 3 |
From each firm's latest Form ADV (Apr 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.