| Assets under management | $730K | $771K | $768K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 9 | 10 |
| Assets per client | $38K | $86K | $77K |
| Clients per advisor | 19 | 9 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2022 | 2025 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2022, Mar 2025). 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.