Atlanta, GA | Atlanta, GA | Bethesda, MD | |
|---|---|---|---|
| Assets under management | $83.7M | $88.4M | $88M |
| Asset growth, last 2 years | – | +11% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 38 | 28 | 40 |
| Assets per client | $2.2M | $3.2M | $2.2M |
| Clients per advisor | 19 | 28 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | 1 | 4 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Feb 2026, 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.