Jackson, MS | Cranford, NJ | ||
|---|---|---|---|
| Assets under management | $23.2M | $24.3M | $22M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 32 | 22 | 67 |
| Assets per client | $724K | $1.1M | $329K |
| Clients per advisor | 32 | 22 | 67 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.