Newport, CA | Palo Alto, CA | Mill Valley, CA | |
|---|---|---|---|
| Assets under management | $139.8M | $147M | $132M |
| Asset growth, last 2 years | −51% | +3% | +15% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 71 | 35 | 223 |
| Assets per client | $2M | $4.2M | $592K |
| Clients per advisor | 36 | 35 | 112 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.