Gainesville, FL | Coral Gables, FL | Pleasanton, CA | |
|---|---|---|---|
| Assets under management | $40.4M | $42.6M | $38.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 47 | 28 | 44 |
| Assets per client | $859K | $1.5M | $872K |
| Clients per advisor | 24 | 14 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Aug 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.