| Assets under management | $14.6M | $15.3M | $13.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | +41% | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 41 | 68 | 13 |
| Assets per client | $355K | $225K | $1.1M |
| Clients per advisor | 41 | 34 | 13 |
| Main custodian | – | Interactive Brokers | – |
| Filing with the SEC since | 2023 | 2021 | 2026 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Oct 2023, Mar 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.