Bethalto, IL | Lake Barrington, IL | Broomfield, CO | |
|---|---|---|---|
| Assets under management | $34.3M | $36.1M | $36M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 64 | 83 | 108 |
| Assets per client | $536K | $435K | $333K |
| Clients per advisor | 64 | 83 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 6 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Sep 2026, Apr 2026, 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.