Bedford Hills, NY | Bryan, TX | New York, NY | |
|---|---|---|---|
| Assets under management | $53.9M | $56.8M | $51M |
| Asset growth, last 2 years | +37% | – | +7% |
| Advisory staff | 1 | 7 | 1 |
| Individual clients | 13 | 140 | 75 |
| Assets per client | $4.1M | $405K | $680K |
| Clients per advisor | 13 | 20 | 75 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2019 | 2026 | 2021 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 7 | 2 |
From each firm's latest Form ADV (Oct 2026, Apr 2026, Feb 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.