Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Sebring, FL | Mckinney, TX | ||
|---|---|---|---|
| Assets under management | $150.1M | $157.7M | $142.6M |
| Asset growth, last 2 years | – | – | +9% |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 71 | 428 | 14 |
| Assets per client | $2.1M | $369K | $10.2M |
| Clients per advisor | 36 | 143 | 7 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2024 | 2020 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Mar 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Mz Capital, LLC: Fidelity · Waypoints Financial: Schwab · Kopion Asset Management, LLC: Schwab