Naples, FL | New Port Richey, FL | ||
|---|---|---|---|
| Assets under management | $5.3M | $5.6M | $5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | 22 | 18 |
| Assets per client | $184K | $255K | $278K |
| Clients per advisor | 29 | 22 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2022 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 2022, 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.