Cumming, GA | Atlanta, GA | Plymouth, MN | |
|---|---|---|---|
| Assets under management | $83.9M | $88.4M | $79.7M |
| Asset growth, last 2 years | – | +11% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 154 | 28 | 117 |
| Assets per client | $545K | $3.2M | $681K |
| Clients per advisor | 154 | 28 | 117 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.