Newport Beach, CA | Cincinnati, OH | ||
|---|---|---|---|
| Assets under management | $60.3M | $63.3M | $57.2M |
| Asset growth, last 2 years | – | – | +7% |
| Advisory staff | 1 | 10 | 2 |
| Individual clients | 39 | 237 | 70 |
| Assets per client | $1.5M | $267K | $817K |
| Clients per advisor | 39 | 24 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 9 | 2 |
From each firm's latest Form ADV (Mar 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.