Salt Lake City, UT | Columbus, OH | ||
|---|---|---|---|
| Assets under management | $86.6M | $90.9M | $90.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 145 | 24 | 97 |
| Assets per client | $597K | $3.8M | $937K |
| Clients per advisor | 145 | 12 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Aug 2026, Sep 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.