| Assets under management | $21M | $22.1M | $19.9M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 38 | 57 | 61 |
| Assets per client | $553K | $387K | $327K |
| Clients per advisor | 19 | 57 | 61 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Dec 2024). 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.