Los Angeles, CA | Omaha, NE | ||
|---|---|---|---|
| Assets under management | $50.4M | $53M | $53M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 19 | 244 | 85 |
| Assets per client | $2.7M | $217K | $624K |
| Clients per advisor | 19 | 81 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, May 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.