Brentwood, CA | Camarillo, CA | Larkspur, CA | |
|---|---|---|---|
| Assets under management | $80M | $84.2M | $84.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 400 | 130 | 25 |
| Assets per client | $200K | $648K | $3.4M |
| Clients per advisor | 400 | 65 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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.