Longmont, CO | Durango, CO | Sioux Falls, SD | |
|---|---|---|---|
| Assets under management | $99M | $104.7M | $103.9M |
| Asset growth, last 2 years | – | +181% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 175 | 104 | 124 |
| Assets per client | $565K | $1M | $838K |
| Clients per advisor | 88 | 104 | 124 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 10 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, May 2026, Jul 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.