Lincolnton, NC | Mission Viejo, CA | West Palm Beach, FL | |
|---|---|---|---|
| Assets under management | $6.7M | $7.1M | $7.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 45 | 10 | 5 |
| Assets per client | $149K | $707K | $1.4M |
| Clients per advisor | 45 | 10 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Aug 2025). 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.