Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Naples, FL | Lakeland, FL | Pasadena, CA | |
|---|---|---|---|
| Assets under management | $135.8M | $144.1M | $142.9M |
| Asset growth, last 2 years | −6% | +8% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 43 | 130 | 104 |
| Assets per client | $3.2M | $1.1M | $1.4M |
| Clients per advisor | 22 | 65 | 104 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2024 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Feb 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Luma Capital: Schwab · James I. Black & Company: none listed · Appian Way Financial: Schwab