Winter Park, FL | Miami, FL | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $109.1M | $115M | $114.8M |
| Asset growth, last 2 years | −32% | – | −63% |
| Advisory staff | 3 | 6 | 1 |
| Individual clients | 106 | 69 | 13 |
| Assets per client | $1M | $1.7M | $8.8M |
| Clients per advisor | 35 | 12 | 13 |
| Main custodian | Schwab | – | Morgan Stanley |
| Filing with the SEC since | 2012 or earlier | 2019 | 2015 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 4 | 8 | 1 |
From each firm's latest Form ADV (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.