West Chester, PA | Monroeville, PA | Macon, GA | |
|---|---|---|---|
| Assets under management | $56.1M | $59.1M | $58.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 71 | 29 | 155 |
| Assets per client | $790K | $2M | $380K |
| Clients per advisor | 36 | 29 | 78 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Jan 2026, Jul 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.