| Assets under management | $2.4M | $2.5M | $2.5M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 38 | 9 | 28 |
| Assets per client | $63K | $280K | $90K |
| Clients per advisor | 38 | 9 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2025, Jul 2026, Feb 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.