Tulsa, OK | Dublin, OH | ||
|---|---|---|---|
| Assets under management | $34.2M | $35.9M | $36M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 43 | 47 | 34 |
| Assets per client | $796K | $765K | $1.1M |
| Clients per advisor | 22 | 24 | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Apr 2026, Aug 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.