Fort Wayne, IN | West Palm Beach, FL | ||
|---|---|---|---|
| Assets under management | $86.5M | $90.9M | $82.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 0 |
| Individual clients | 43 | 71 | 71 |
| Assets per client | $2M | $1.3M | $1.2M |
| Clients per advisor | 43 | 24 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.