| Assets under management | $5.5M | $5.8M | $5.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 2 | – | 61 |
| Assets per client | $2.8M | – | $95K |
| Clients per advisor | 2 | – | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 2025, Apr 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.