Saint Francisville, LA | Metairie, LA | Seattle, WA | |
|---|---|---|---|
| Assets under management | $199.5M | $210.2M | $209.5M |
| Asset growth, last 2 years | −43% | −1% | +14% |
| Advisory staff | 3 | 4 | 2 |
| Individual clients | 424 | 191 | 44 |
| Assets per client | $471K | $1.1M | $4.8M |
| Clients per advisor | 141 | 48 | 22 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 10 | 4 | 2 |
From each firm's latest Form ADV (Jun 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.