Holly Hill, FL | Louisville, KY | ||
|---|---|---|---|
| Assets under management | $473.9M | $497.9M | $449.8M |
| Asset growth, last 2 years | +46% | +38% | +56% |
| Advisory staff | 11 | 3 | 7 |
| Individual clients | 1,227 | 323 | 756 |
| Assets per client | $386K | $1.5M | $595K |
| Clients per advisor | 112 | 108 | 108 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 10 | 2 | 8 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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.