Carmel, IN | |||
|---|---|---|---|
| Assets under management | $10.1M | $10.6M | $9.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 4 |
| Individual clients | 7 | 159 | 27 |
| Assets per client | $1.4M | $67K | $353K |
| Clients per advisor | 7 | 80 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 2 | 5 |
From each firm's latest Form ADV (May 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.