Palm Beach Gardens, FL | Jackson, TN | Sugar Land, TX | |
|---|---|---|---|
| Assets under management | $96.7M | $101.6M | $91.9M |
| Asset growth, last 2 years | +867% | – | +65% |
| Advisory staff | 3 | 4 | 2 |
| Individual clients | 61 | 192 | 62 |
| Assets per client | $1.6M | $529K | $1.5M |
| Clients per advisor | 20 | 48 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2018 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 4 | 4 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 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.