Charlotte, NC | |||
|---|---|---|---|
| Assets under management | $35M | $36.8M | $36.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 59 | 49 | 50 |
| Assets per client | $594K | $751K | $736K |
| Clients per advisor | 59 | 49 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Feb 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.