Tulsa, OK | Independence, OH | Wilmington, NC | |
|---|---|---|---|
| Assets under management | $284.7M | $299.1M | $298.9M |
| Asset growth, last 2 years | +176% | +190% | +31% |
| Advisory staff | 6 | 5 | 3 |
| Individual clients | 502 | 152 | 341 |
| Assets per client | $567K | $2M | $877K |
| Clients per advisor | 84 | 30 | 114 |
| Main custodian | Fidelity | Fidelity | Raymond James |
| Filing with the SEC since | 2023 | 2023 | 2020 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 6 | 3 | 3 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Oct 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.