Gainesville, GA | Thomasville, GA | West Hartford, CT | |
|---|---|---|---|
| Assets under management | $1.01B | $1.07B | $1.07B |
| Asset growth, last 2 years | +57% | +27% | +12% |
| Advisory staff | 18 | 15 | 7 |
| Individual clients | 1,238 | 878 | 346 |
| Assets per client | $819K | $1.2M | $3.1M |
| Clients per advisor | 69 | 59 | 49 |
| Main custodian | Schwab | Wells Fargo | Fidelity |
| Filing with the SEC since | 2015 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 18 | 17 | 7 |
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.