Atlanta, GA | |||
|---|---|---|---|
| Assets under management | $30.1M | $31.6M | $28.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 4 | 27 |
| Assets per client | $3.8M | $7.9M | $1.1M |
| Clients per advisor | 8 | 4 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (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.