Milwaukee, WI | Fayetteville, AR | Bozeman, MT | |
|---|---|---|---|
| Assets under management | $1.88B | $1.97B | $1.78B |
| Asset growth, last 2 years | +93% | +78% | +18% |
| Advisory staff | 5 | 14 | 7 |
| Individual clients | 625 | 1,051 | 20 |
| Assets per client | $3M | $1.9M | $89M |
| Clients per advisor | 125 | 75 | 3 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 20 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 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.