Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Myrtle Beach, SC | Wichita, KS | ||
|---|---|---|---|
| Assets under management | $9.4M | $9.9M | $9.9M |
| Asset growth, last 2 years | – | – | −86% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 26 | 64 | 4 |
| Assets per client | $362K | $154K | $2.5M |
| Clients per advisor | 26 | 32 | 4 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 2 | 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Kelly & Associates, LLC: none listed · Premier Financial Solutions, LLC: none listed · Access Capital, LLC: Schwab