Bolivar, TN | Sarasota, FL | ||
|---|---|---|---|
| Assets under management | $48.9M | $51.4M | $51.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 66 | 70 | 38 |
| Assets per client | $741K | $734K | $1.4M |
| Clients per advisor | 66 | 70 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Jan 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.