Longwood, FL | Waco, TX | Aliso Viejo, CA | |
|---|---|---|---|
| Assets under management | $24.9M | $26.1M | $26.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 76 | 124 | 91 |
| Assets per client | $327K | $211K | $287K |
| Clients per advisor | 76 | 124 | 46 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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.