Westlake, OH | Cincinnati, OH | Orlando, FL | |
|---|---|---|---|
| Assets under management | $406.9M | $431.9M | $428.1M |
| Asset growth, last 2 years | +19% | – | – |
| Advisory staff | 2 | 5 | 5 |
| Individual clients | 117 | 120 | 179 |
| Assets per client | $3.5M | $3.6M | $2.4M |
| Clients per advisor | 59 | 24 | 36 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2023 |
| Tools in their stack | – | 3 | 2 |
| People on Advicer.bio | 1 | 5 | 6 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Apr 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.