Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Spokane, WA | Kirkland, WA | Nashville, TN | |
|---|---|---|---|
| Assets under management | $268.4M | $283.7M | $281.9M |
| Asset growth, last 2 years | −24% | +28% | +22% |
| Advisory staff | 1 | 2 | 6 |
| Individual clients | 1,453 | 150 | 153 |
| Assets per client | $185K | $1.9M | $1.8M |
| Clients per advisor | 1,453 | 75 | 26 |
| Main custodian | LPL Financial | Schwab | Schwab |
| Filing with the SEC since | 2021 | 2019 | 2012 or earlier |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 2 | 6 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Jmk & Associates, LLC: LPL Financial · Kaizen Financial Advisors, LLC: Schwab · Hms Investment Advisors: Schwab, Fidelity