Tampa, FL | Schaumburg, IL | Berkeley, CA | |
|---|---|---|---|
| Assets under management | $297.1M | $312M | $312.1M |
| Asset growth, last 2 years | +75% | +33% | +9% |
| Advisory staff | 5 | 8 | 3 |
| Individual clients | 207 | 485 | 223 |
| Assets per client | $1.4M | $643K | $1.4M |
| Clients per advisor | 41 | 61 | 74 |
| Main custodian | LPL Financial | – | Schwab |
| Filing with the SEC since | 2021 | 2014 | 2016 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 9 | 3 |
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.