Indialantic, FL | Miami, FL | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $107.9M | $115M | $114.8M |
| Asset growth, last 2 years | +0% | – | −63% |
| Advisory staff | 1 | 6 | 1 |
| Individual clients | 71 | 69 | 13 |
| Assets per client | $1.5M | $1.7M | $8.8M |
| Clients per advisor | 71 | 12 | 13 |
| Main custodian | Raymond James | – | Morgan Stanley |
| Filing with the SEC since | 2021 | 2019 | 2015 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 1 | 8 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.