Albert Lea, MN | Oklahoma City, OK | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $1.55B | $1.63B | $1.63B |
| Asset growth, last 2 years | +55% | +8% | – |
| Advisory staff | 10 | 6 | 6 |
| Individual clients | 1,262 | 5,437 | 94 |
| Assets per client | $1.2M | $300K | $17.4M |
| Clients per advisor | 126 | 906 | 16 |
| Main custodian | Schwab | Fidelity | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 14 | 6 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Jul 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.