Denver, CO | Plano, TX | San Luis Obispo, CA | |
|---|---|---|---|
| Assets under management | $7.6M | $8M | $8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 18 | 26 | 38 |
| Assets per client | $421K | $306K | $210K |
| Clients per advisor | 9 | 26 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Apr 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.