San Juan, PR | Waco, TX | Huntington, WV | |
|---|---|---|---|
| Assets under management | $55K | $60K | $58K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 0 |
| Individual clients | 12 | 6 | 9 |
| Assets per client | $5K | $10K | $6K |
| Clients per advisor | 6 | 6 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Mar 2026, Jul 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.