Saint Louis, MO | Charlotte, NC | ||
|---|---|---|---|
| Assets under management | $210.1M | $220.7M | $199.5M |
| Asset growth, last 2 years | +25% | +33% | +24% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 39 | 154 | 259 |
| Assets per client | $5.4M | $1.4M | $770K |
| Clients per advisor | 20 | 77 | 65 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Jul 2026, 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.