Overland Park, KS | New York, NY | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $952M | $1B | $900.4M |
| Asset growth, last 2 years | +47% | +505% | +76% |
| Advisory staff | 12 | 5 | 18 |
| Individual clients | 635 | 937 | 973 |
| Assets per client | $1.5M | $1.1M | $925K |
| Clients per advisor | 53 | 187 | 54 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2016 | – | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 13 | 3 | 20 |
From each firm's latest Form ADV (Jul 2026, Apr 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.