New York, NY | Bedford Hills, NY | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $51M | $53.9M | $53.6M |
| Asset growth, last 2 years | +7% | +37% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 75 | 13 | 143 |
| Assets per client | $680K | $4.1M | $375K |
| Clients per advisor | 75 | 13 | 143 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2021 | 2019 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Oct 2026, Mar 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.