Agoura Hills, CA | Encinitas, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $5M | $5.3M | $4.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 45 | 6 | 12 |
| Assets per client | $111K | $884K | $395K |
| Clients per advisor | 45 | 6 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 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.