Miami, FL | Metairie, LA | ||
|---|---|---|---|
| Assets under management | $106M | $111.3M | $111.4M |
| Asset growth, last 2 years | – | +75% | – |
| Advisory staff | 1 | 2 | 8 |
| Individual clients | 75 | 58 | 167 |
| Assets per client | $1.4M | $1.9M | $667K |
| Clients per advisor | 75 | 29 | 21 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2022 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 6 |
From each firm's latest Form ADV (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.