Cincinnati, OH | Corpus Christi, TX | San Diego, CA | |
|---|---|---|---|
| Assets under management | $71.8M | $75.5M | $75.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 169 | 25 | 82 |
| Assets per client | $425K | $3M | $921K |
| Clients per advisor | 169 | 13 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.