Bloomfield Hills, MI | Fort Worth, TX | ||
|---|---|---|---|
| Assets under management | $12.3M | $12.9M | $12.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | 40 | 32 |
| Assets per client | $1.4M | $323K | $404K |
| Clients per advisor | 9 | 40 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 5 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.