Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
San Luis Obispo, CA | |||
|---|---|---|---|
| Assets under management | $9.9M | $10.4M | $9.4M |
| Asset growth, last 2 years | +167% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 15 | 15 | 15 |
| Assets per client | $663K | $696K | $629K |
| Clients per advisor | 8 | 15 | 15 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2016 | 2025 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Mar 2025, Jan 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Kyur, Inc.: Interactive Brokers, Fidelity · Equity Management, Inc.: none listed · Elemental Wealth Advisors, LLC: none listed