Memphis, TN | Brentwood, TN | Solana Beach, CA | |
|---|---|---|---|
| Assets under management | $894.6M | $960M | $939.5M |
| Asset growth, last 2 years | +38% | +72% | +36% |
| Advisory staff | 13 | 7 | 9 |
| Individual clients | 574 | 254 | 284 |
| Assets per client | $1.6M | $3.8M | $3.3M |
| Clients per advisor | 44 | 36 | 32 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 13 | 7 | 10 |
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.