Parrish, FL | National Harbor, MD | ||
|---|---|---|---|
| Assets under management | $193K | $209K | $210K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 10 | 5 |
| Assets per client | – | $21K | $42K |
| Clients per advisor | – | 10 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | – | 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.