San Francisco, CA | Pasadena, CA | San Luis Obispo, CA | |
|---|---|---|---|
| Assets under management | $508.2M | $540.1M | $479.8M |
| Asset growth, last 2 years | +90% | +23% | +56% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 74 | 78 | 128 |
| Assets per client | $6.9M | $6.9M | $3.7M |
| Clients per advisor | 37 | 39 | 32 |
| Main custodian | Schwab | U.S. Bank | Schwab |
| Filing with the SEC since | 2021 | 2012 or earlier | 2014 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Sep 2026, 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.