Bozeman, MT | Lake Worth Beach, FL | San Diego, CA | |
|---|---|---|---|
| Assets under management | $73.7M | $77.4M | $70M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 2 |
| Individual clients | 90 | 42 | 172 |
| Assets per client | $819K | $1.8M | $407K |
| Clients per advisor | 30 | 21 | 86 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Sep 2026, May 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.