Little Rock, AR | Denver, CO | Reston, VA | |
|---|---|---|---|
| Assets under management | $272.3M | $286M | $286M |
| Asset growth, last 2 years | +56% | +26% | +48% |
| Advisory staff | 2 | 7 | 4 |
| Individual clients | 153 | 186 | 301 |
| Assets per client | $1.8M | $1.5M | $950K |
| Clients per advisor | 77 | 27 | 75 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2015 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 2 | 6 | 5 |
From each firm's latest Form ADV (Mar 2026, Oct 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.