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RIAs

Compare RIAs.

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.

Similar in size to Kg Capital Management, LLC (swap one in):+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL+ Runde & Co. LLC $209.5M · Seattle, WA+ Daytona Street Capital $189.3M · Saint Louis, MO+ Odyssey Capital Advisors Inc. $189.2M · Bala Cynwyd, PA
Saint Francisville, LA
Metairie, LA
Southlake, TX
Assets under management$199.5M$210.2M$189.4M
Asset growth, last 2 years−43%−1%+34%
Advisory staff345
Individual clients424191201
Assets per client$471K$1.1M$943K
Clients per advisor1414840
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio1044

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

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.

ToolKg Capital Management, LLCCrescent Sterling LTD.Solutions 4 Wealth
Website Builders
Squarespace––Uses it
Wix–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Kg Capital Management, LLC: Schwab · Crescent Sterling LTD.: Schwab · Solutions 4 Wealth: Schwab