Reston, VA | Boulder, CO | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $94.2M | $99M | $89.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 25 | 115 | 65 |
| Assets per client | $3.8M | $861K | $1.4M |
| Clients per advisor | 25 | 38 | 65 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.