Baton Rouge, LA | Sarasota, FL | Carmel, IN | |
|---|---|---|---|
| Assets under management | $45.7M | $48M | $43.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 77 | 155 | 31 |
| Assets per client | $594K | $310K | $1.4M |
| Clients per advisor | 77 | 155 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Feb 2026, 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.