From each firm's latest Form ADV (Aug 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Isgam US LLC
Key Capital Advisors, Inc.
Client Focused Financial
Advisory staff
Isgam US LLC
Key Capital Advisors, Inc.
Client Focused Financial
Individual clients
Isgam US LLC
Key Capital Advisors, Inc.
Client Focused Financial
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Isgam US LLC: Schwab · Key Capital Advisors, Inc.: none listed · Client Focused Financial: none listed
