Portland, OR | Columbus, OH | New York, NY | |
|---|---|---|---|
| Assets under management | $41.2M | $43.3M | $43.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 4 | 14 |
| Individual clients | 173 | 68 | 182 |
| Assets per client | $238K | $637K | $238K |
| Clients per advisor | 58 | 17 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 4 | 21 |
From each firm's latest Form ADV (Mar 2026, Sep 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.