Pittsboro, NC | Dublin, OH | ||
|---|---|---|---|
| Assets under management | $34.2M | $36M | $32.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 105 | 34 | 85 |
| Assets per client | $326K | $1.1M | $382K |
| Clients per advisor | 35 | 17 | 85 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 12 | 4 | 11 |
| People on Advicer.bio | 3 | 2 | 1 |
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.