Carmel, IN | Miramar, FL | ||
|---|---|---|---|
| Assets under management | $9.5M | $10M | $10M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 27 | 26 | 39 |
| Assets per client | $353K | $386K | $258K |
| Clients per advisor | 7 | 13 | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.