Daytona Beach, FL | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $238M | $250M | $226M |
| Asset growth, last 2 years | +46% | +25% | +26% |
| Advisory staff | 3 | 5 | 2 |
| Individual clients | 216 | 127 | 26 |
| Assets per client | $1.1M | $2M | $8.7M |
| Clients per advisor | 72 | 25 | 13 |
| Main custodian | Fidelity | Schwab | Citi |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 5 | 2 |
From each firm's latest Form ADV (Sep 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.