Knoxville, TN | Missoula, MT | ||
|---|---|---|---|
| Assets under management | $41.6M | $43.7M | $39.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 18 | 27 | 156 |
| Assets per client | $2.3M | $1.6M | $253K |
| Clients per advisor | 18 | 14 | 78 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jul 2026, Feb 2026, Mar 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.