Bonita Springs, FL | Tallahassee, FL | Winter Park, FL | |
|---|---|---|---|
| Assets under management | $226.9M | $238.5M | $214.3M |
| Asset growth, last 2 years | – | +63% | – |
| Advisory staff | 10 | 5 | 2 |
| Individual clients | 225 | 250 | 24 |
| Assets per client | $1M | $954K | $8.9M |
| Clients per advisor | 23 | 50 | 12 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2024 | 2019 | 2024 |
| Tools in their stack | 3 | 2 | 1 |
| People on Advicer.bio | 6 | 6 | 2 |
From each firm's latest Form ADV (Apr 2026, Mar 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.