Toronto, Ontario | Sheridan, WY | Santa Rosa, CA | |
|---|---|---|---|
| Assets under management | $115.7M | $121.7M | $110M |
| Asset growth, last 2 years | – | +13% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 62 | 185 | 124 |
| Assets per client | $1.9M | $658K | $887K |
| Clients per advisor | 31 | 93 | 124 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2024 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
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.