| Assets under management | $64M | $67.2M | $67.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 62 | 87 | 10 |
| Assets per client | $1M | $772K | $6.7M |
| Clients per advisor | 62 | 44 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 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.