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.
Westlake, OH | Cincinnati, OH | Garland, TX | |
|---|---|---|---|
| Assets under management | $406.9M | $431.9M | $386.6M |
| Asset growth, last 2 years | +19% | – | +47% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 117 | 120 | 48 |
| Assets per client | $3.5M | $3.6M | $8.1M |
| Clients per advisor | 59 | 24 | 16 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2021 |
| Tools in their stack | – | 3 | 2 |
| People on Advicer.bio | 1 | 5 | 2 |
From each firm's latest Form ADV (Feb 2026, 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.
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: Keystone Financial Planning, Inc: Schwab, Nationwide Advisory Solutions · Argentarii, LLC: none listed · 1836 Asset Management, LLC: Fidelity