Vestavia Hills, AL | The Villages, FL | ||
|---|---|---|---|
| Assets under management | $138.7M | $145.8M | $145.7M |
| Asset growth, last 2 years | – | – | +34% |
| Advisory staff | 1 | 3 | 5 |
| Individual clients | 151 | 27 | 1,261 |
| Assets per client | $919K | $5.4M | $116K |
| Clients per advisor | 151 | 9 | 252 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2024 | 2021 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Aug 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.