Media, PA | Temecula, CA | Baytown, TX | |
|---|---|---|---|
| Assets under management | $50.9M | $53.5M | $53.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 51 | 37 | 195 |
| Assets per client | $998K | $1.4M | $274K |
| Clients per advisor | 51 | 37 | 195 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.