| Assets under management | $61.1M | $64.2M | $58M |
|---|---|---|---|
| Asset growth, last 2 years | −43% | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 155 | 25 | 95 |
| Assets per client | $394K | $2.6M | $611K |
| Clients per advisor | 155 | 13 | 95 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 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.