Newport Beach, CA | San Francisco, CA | Carmel By The Sea, CA | |
|---|---|---|---|
| Assets under management | $1.12B | $1.19B | $1.18B |
| Asset growth, last 2 years | +74% | – | +586% |
| Advisory staff | 10 | 5 | 36 |
| Individual clients | 517 | 412 | 5,925 |
| Assets per client | $2.2M | $2.9M | $200K |
| Clients per advisor | 52 | 82 | 165 |
| Main custodian | Fidelity | Wells Fargo | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2024 | 2021 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 9 | 4 | 37 |
From each firm's latest Form ADV (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.