Mount Pleasant, SC | Brentwood, TN | Bellevue, WA | |
|---|---|---|---|
| Assets under management | $42M | $44.2M | $44.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 140 | 42 | 161 |
| Assets per client | $300K | $1.1M | $274K |
| Clients per advisor | 140 | 21 | 161 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Sep 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.