Alpharetta, GA | Marietta, GA | Irvine, CA | |
|---|---|---|---|
| Assets under management | $6.3M | $6.8M | $6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 87 | 10 | 42 |
| Assets per client | $73K | $676K | $143K |
| Clients per advisor | 29 | 10 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Jan 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.