Westerville, OH | Middletown, OH | Plano, TX | |
|---|---|---|---|
| Assets under management | $220M | $232.8M | $231.2M |
| Asset growth, last 2 years | +39% | +23% | −67% |
| Advisory staff | 3 | 4 | 5 |
| Individual clients | 390 | 138 | 180 |
| Assets per client | $564K | $1.7M | $1.3M |
| Clients per advisor | 130 | 35 | 36 |
| Main custodian | Schwab | Schwab | U.S. Bank |
| Filing with the SEC since | 2021 | 2015 | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 5 | 6 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Oct 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.