Palo Alto, CA | Valley City, OH | ||
|---|---|---|---|
| Assets under management | $14M | $14.7M | $13.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 9 | 59 | 251 |
| Assets per client | $1.6M | $249K | $53K |
| Clients per advisor | 9 | 30 | 84 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 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.