Orlando, FL | Safety Harbor, FL | Panama City, FL | |
|---|---|---|---|
| Assets under management | $3.7M | $4M | $3.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 4 | – | 10 |
| Assets per client | $933K | – | $394K |
| Clients per advisor | 4 | – | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, 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.