Winter Park, FL | Lutz, FL | Jupiter, FL | |
|---|---|---|---|
| Assets under management | $28.6M | $30.2M | $30.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 71 | 67 | 47 |
| Assets per client | $403K | $451K | $645K |
| Clients per advisor | 71 | 34 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Jan 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.