Murrysville, PA | Durham, NC | ||
|---|---|---|---|
| Assets under management | $59.9M | $62.9M | $62.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 54 | 104 | 122 |
| Assets per client | $1.1M | $605K | $516K |
| Clients per advisor | 27 | 35 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (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.