Overland Park, KS | New York, NY | Portland, OR | |
|---|---|---|---|
| Assets under management | $952M | $1B | $903.5M |
| Asset growth, last 2 years | +47% | +505% | +10% |
| Advisory staff | 12 | 5 | 6 |
| Individual clients | 635 | 937 | 263 |
| Assets per client | $1.5M | $1.1M | $3.4M |
| Clients per advisor | 53 | 187 | 44 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2016 | – | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 13 | 3 | 6 |
From each firm's latest Form ADV (Jul 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.