Cincinnati, OH | Tampa, FL | Columbus, OH | |
|---|---|---|---|
| Assets under management | $28.2M | $29.7M | $26.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 13 | 42 | 43 |
| Assets per client | $2.2M | $707K | $621K |
| Clients per advisor | 13 | 21 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Aug 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.