Little Rock, AR | Burlington, VT | San Juan, PR | |
|---|---|---|---|
| Assets under management | $1.01B | $1.06B | $1.06B |
| Asset growth, last 2 years | – | +44% | +26% |
| Advisory staff | 3 | 10 | 8 |
| Individual clients | 229 | 584 | 1,921 |
| Assets per client | $4.4M | $1.8M | $552K |
| Clients per advisor | 76 | 58 | 240 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2019 |
| Tools in their stack | 2 | 2 | 1 |
| People on Advicer.bio | 3 | 10 | 9 |
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.