Charlotte, NC | Van Alstyne, TX | Matthews, NC | |
|---|---|---|---|
| Assets under management | $10.1M | $10.6M | $9.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 5 | 9 | 57 |
| Assets per client | $2M | $1.2M | $168K |
| Clients per advisor | 1 | 9 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (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.