Northfield, IL | Atlanta, GA | ||
|---|---|---|---|
| Assets under management | $24.3M | $25.6M | $25.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 16 | 87 | 44 |
| Assets per client | $1.5M | $294K | $581K |
| Clients per advisor | 8 | 87 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.