| Assets under management | $103.4M | $108.7M | $98.3M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 6 |
| Individual clients | 21 | 55 | 460 |
| Assets per client | $4.9M | $2M | $214K |
| Clients per advisor | 7 | 55 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 1 | 6 |
From each firm's latest Form ADV (Mar 2026, Jun 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.