Eugene, OR | Medford, OR | ||
|---|---|---|---|
| Assets under management | $290.5M | $306.1M | $275.9M |
| Asset growth, last 2 years | −13% | +40% | – |
| Advisory staff | 4 | 1 | 7 |
| Individual clients | 286 | 246 | 186 |
| Assets per client | $1M | $1.2M | $1.5M |
| Clients per advisor | 72 | 246 | 27 |
| Main custodian | Raymond James | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2024 |
| Tools in their stack | 2 | 2 | 1 |
| People on Advicer.bio | 3 | 1 | 7 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.