Wilmington, NC | |||
|---|---|---|---|
| Assets under management | $51.6M | $54.2M | $54.2M |
| Asset growth, last 2 years | −2% | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 30 | 63 | 79 |
| Assets per client | $1.7M | $861K | $686K |
| Clients per advisor | 15 | 63 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 3 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Apr 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.