St. Louis, MO | Independence, MO | Denver, CO | |
|---|---|---|---|
| Assets under management | $159.1M | $168.4M | $167.1M |
| Asset growth, last 2 years | +58% | +159% | −82% |
| Advisory staff | 1 | 4 | 6 |
| Individual clients | 153 | 385 | 241 |
| Assets per client | $1M | $437K | $693K |
| Clients per advisor | 153 | 96 | 40 |
| Main custodian | Fidelity | Schwab | Teachers Insurance and Annuity Association |
| Filing with the SEC since | 2023 | 2012 or earlier | 2021 |
| Tools in their stack | 6 | – | 1 |
| People on Advicer.bio | 2 | 4 | 6 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.