Vero Beach, FL | Front Royal, VA | Monrovia, CA | |
|---|---|---|---|
| Assets under management | $3.2M | $3.4M | $3.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 17 | 51 | – |
| Assets per client | $190K | $67K | – |
| Clients per advisor | 9 | 51 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Jun 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.