Menlo Park, CA | Macon, GA | ||
|---|---|---|---|
| Assets under management | $21.9M | $23M | $23M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 36 | 12 | 85 |
| Assets per client | $609K | $1.9M | $271K |
| Clients per advisor | 36 | 12 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (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.