Omaha, NE | Bethel, CT | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $42.3M | $44.4M | $40.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 279 | 33 | 106 |
| Assets per client | $151K | $1.3M | $379K |
| Clients per advisor | 93 | 33 | 106 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jan 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.