Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Little Rock, AR | Denver, CO | Hinsdale, IL | |
|---|---|---|---|
| Assets under management | $272.3M | $286M | $286.3M |
| Asset growth, last 2 years | +56% | +26% | +53% |
| Advisory staff | 2 | 7 | 1 |
| Individual clients | 153 | 186 | 326 |
| Assets per client | $1.8M | $1.5M | $878K |
| Clients per advisor | 77 | 27 | 326 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 6 | 1 |
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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Mendel Capital Management, LLC: Schwab · Lotusgroup Advisors: none listed · Rpc Private Wealth, LLC: Schwab, American Funds Distributors, Inc.