La Jolla, CA | Manhattan Beach, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $19.5M | $20.6M | $20.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 20 | 22 | 44 |
| Assets per client | $973K | $938K | $468K |
| Clients per advisor | 20 | 22 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.