Overland Park, KS | Woburn, MA | ||
|---|---|---|---|
| Assets under management | $32.3M | $33.9M | $34M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 21 | 69 | 32 |
| Assets per client | $1.5M | $492K | $1.1M |
| Clients per advisor | 21 | 69 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Apr 2026, Sep 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.