Frederick, MD | Columbia, MD | ||
|---|---|---|---|
| Assets under management | $66.8M | $70.2M | $63.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 162 | 155 | 188 |
| Assets per client | $412K | $453K | $336K |
| Clients per advisor | 81 | 31 | 63 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 6 | 2 |
| People on Advicer.bio | 2 | 5 | 3 |
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.