Louisville, KY | Mt. Sterling, KY | Ellsworth, ME | |
|---|---|---|---|
| Assets under management | $141.1M | $148.3M | $133.7M |
| Asset growth, last 2 years | +53% | – | +136% |
| Advisory staff | 3 | 3 | 1 |
| Individual clients | 446 | 160 | 153 |
| Assets per client | $316K | $927K | $874K |
| Clients per advisor | 149 | 53 | 153 |
| Main custodian | Fidelity | Fidelity | – |
| Filing with the SEC since | 2021 | 2024 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 3 | 1 |
From each firm's latest Form ADV (Mar 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.