St. Louis, MO | |||
|---|---|---|---|
| Assets under management | $67.9M | $71.3M | $71.3M |
| Asset growth, last 2 years | +36% | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 66 | 110 | 28 |
| Assets per client | $1M | $648K | $2.5M |
| Clients per advisor | 66 | 28 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Feb 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.