South Bend, IN | |||
|---|---|---|---|
| Assets under management | $6.6M | $6.9M | $6.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 71 | – | 21 |
| Assets per client | $92K | – | $329K |
| Clients per advisor | 24 | – | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Mar 2026, Apr 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.