Hendersonville, TN | Prior Lake, MN | ||
|---|---|---|---|
| Assets under management | $36.3M | $38.2M | $38.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 102 | 87 | 52 |
| Assets per client | $356K | $439K | $734K |
| Clients per advisor | 102 | 87 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | – | 3 |
From each firm's latest Form ADV (Aug 2026, Jul 2026, Jun 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.