Dayton, OH | Westlake, OH | Mission Viejo, CA | |
|---|---|---|---|
| Assets under management | $63.7M | $67.1M | $66.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 222 | 50 | 119 |
| Assets per client | $287K | $1.3M | $562K |
| Clients per advisor | 222 | 50 | 119 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
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.