Laguna Beach, CA | Rolling Hills Estates, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $95.3M | $100.1M | $90.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 78 | 17 | 160 |
| Assets per client | $1.2M | $5.9M | $564K |
| Clients per advisor | 78 | 17 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, Aug 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.