Salina, KS | San Clemente, CA | ||
|---|---|---|---|
| Assets under management | $80.6M | $84.7M | $84.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 48 | 132 | 170 |
| Assets per client | $1.7M | $642K | $498K |
| Clients per advisor | 24 | 66 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | 1 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Mar 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.