Raleigh, NC | Durham, NC | ||
|---|---|---|---|
| Assets under management | $48.3M | $51M | $50.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 34 | 110 | 72 |
| Assets per client | $1.4M | $464K | $704K |
| Clients per advisor | 34 | 55 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (May 2026, Jul 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.