Bellevue, WA | Pendleton, IN | Shreveport, LA | |
|---|---|---|---|
| Assets under management | $101.7M | $106.9M | $96.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 105 | 278 | 211 |
| Assets per client | $969K | $384K | $457K |
| Clients per advisor | 105 | 139 | 106 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 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.