Chapel Hill, NC | |||
|---|---|---|---|
| Assets under management | $14.9M | $15.7M | $15.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 123 | 17 | 159 |
| Assets per client | $121K | $923K | $99K |
| Clients per advisor | 62 | 17 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, May 2026, Sep 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.