Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Cincinnati, OH | San Diego, CA | San Jose, CA | |
|---|---|---|---|
| Assets under management | $290.2M | $305.1M | $305.2M |
| Asset growth, last 2 years | +115% | +44% | +15% |
| Advisory staff | 4 | 3 | 2 |
| Individual clients | 257 | 439 | 261 |
| Assets per client | $1.1M | $695K | $1.2M |
| Clients per advisor | 64 | 146 | 131 |
| Main custodian | UBS | Raymond James | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Mar 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Mbia Capital Advisors: UBS · Kachkovsky & Fisher, Inc.: Raymond James · Retirement Capital Strategies, Inc.: Schwab