Overland Park, KS | Stamford, CT | ||
|---|---|---|---|
| Assets under management | $28.8M | $30.3M | $30.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 18 | 14 | 13 |
| Assets per client | $1.6M | $2.2M | $2.3M |
| Clients per advisor | 18 | 14 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Apr 2022, Jul 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.