Lancaster, PA | Southampton, PA | Reno, NV | |
|---|---|---|---|
| Assets under management | $17.3M | $18.2M | $18.2M |
| Asset growth, last 2 years | – | – | −30% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 46 | 27 | 30 |
| Assets per client | $377K | $675K | $607K |
| Clients per advisor | 46 | 27 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2023 | 2012 or earlier |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Oct 2023, Feb 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.