Coral Gables, FL | Tampa, FL | Media, PA | |
|---|---|---|---|
| Assets under management | $441.9M | $468.6M | $464.3M |
| Asset growth, last 2 years | +18% | +31% | +19% |
| Advisory staff | 3 | 5 | 4 |
| Individual clients | 7 | 82 | 136 |
| Assets per client | $63.1M | $5.7M | $3.4M |
| Clients per advisor | 2 | 16 | 34 |
| Main custodian | J.P. Morgan | Fidelity | Fidelity |
| Filing with the SEC since | 2019 | 2017 | 2012 or earlier |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Jun 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.