Phoenix, AZ | Wilmington, NC | ||
|---|---|---|---|
| Assets under management | $57.1M | $60M | $60M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 119 | 40 | 144 |
| Assets per client | $480K | $1.5M | $416K |
| Clients per advisor | 119 | 40 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 8 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, Jun 2026, May 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.