Johnson City, TN | Centennial, CO | Greensboro, GA | |
|---|---|---|---|
| Assets under management | $21.7M | $22.7M | $22.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 86 | 64 | 95 |
| Assets per client | $252K | $355K | $240K |
| Clients per advisor | 43 | 64 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 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.