Indianapolis, IN | Venice, FL | ||
|---|---|---|---|
| Assets under management | $8.1M | $8.5M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 3 | 13 | 13 |
| Assets per client | $2.7M | $652K | $652K |
| Clients per advisor | 3 | 13 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2025, Apr 2026, Sep 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.