St. Louis, MO | O'fallon, MO | ||
|---|---|---|---|
| Assets under management | $36.4M | $38.6M | $34.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 71 | 86 | 5 |
| Assets per client | $513K | $449K | $6.9M |
| Clients per advisor | 71 | 86 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 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.