Canton, OH | Loomis, CA | ||
|---|---|---|---|
| Assets under management | $17.1M | $18M | $18M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 54 | 30 | 50 |
| Assets per client | $316K | $599K | $359K |
| Clients per advisor | 54 | 30 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Jul 2026, Feb 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.