Hingham, MA | Memphis, TN | Wheeling, WV | |
|---|---|---|---|
| Assets under management | $70M | $73.5M | $73.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 186 | 51 | 105 |
| Assets per client | $376K | $1.4M | $700K |
| Clients per advisor | 186 | 51 | 105 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 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.