Lakewood Ranch, FL | Miami, FL | Lakewood, CO | |
|---|---|---|---|
| Assets under management | $17M | $18M | $17.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 37 | 36 | 22 |
| Assets per client | $459K | $500K | $812K |
| Clients per advisor | 37 | 36 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 1 | 2 | 6 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2025, 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.