Matthews, NC | Charlotte, NC | ||
|---|---|---|---|
| Assets under management | $9.6M | $10.1M | $10.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 4 | 1 |
| Individual clients | 57 | 5 | 5 |
| Assets per client | $168K | $2M | $2M |
| Clients per advisor | 19 | 1 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 3 | 4 | – |
From each firm's latest Form ADV (Mar 2026, Aug 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.