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.
Little Rock, AR | Tigard, OR | ||
|---|---|---|---|
| Assets under management | $56.3M | $59.2M | $59.3M |
| Asset growth, last 2 years | – | +48% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 93 | 5 | 82 |
| Assets per client | $606K | $11.8M | $723K |
| Clients per advisor | 47 | 5 | 82 |
| Main custodian | – | Merrill | – |
| Filing with the SEC since | 2026 | 2017 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Jan 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: Luxon Brown: none listed · Munakata Associates LLC: Merrill, Western International Securities, Inc., UBS · Mckelvey Wealth Management, LLC: none listed