Naples, FL | Austin, TX | ||
|---|---|---|---|
| Assets under management | $66.1M | $69.5M | $69.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 72 | 65 | 34 |
| Assets per client | $919K | $1.1M | $2M |
| Clients per advisor | 36 | 65 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 4 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.