North Kingstown, RI | Bonita Springs, FL | ||
|---|---|---|---|
| Assets under management | $68M | $71.4M | $71.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 130 | 69 | 221 |
| Assets per client | $523K | $1M | $323K |
| Clients per advisor | 130 | 69 | 74 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (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.