Columbus, OH | New Orleans, LA | ||
|---|---|---|---|
| Assets under management | $19.1M | $20.1M | $20.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 68 | 26 | 113 |
| Assets per client | $281K | $772K | $178K |
| Clients per advisor | 68 | 26 | 113 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, Nov 2024). 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.