New Orleans, LA | Mountain View, AR | Ponte Vedra Beach, FL | |
|---|---|---|---|
| Assets under management | $77.8M | $81.7M | $73.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 1 |
| Individual clients | 242 | 80 | 25 |
| Assets per client | $321K | $1M | $3M |
| Clients per advisor | 48 | 80 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 7 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Jan 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.