New Albany, OH | Cincinnati, OH | Defiance, OH | |
|---|---|---|---|
| Assets under management | $32.4M | $34.3M | $30.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 27 | 4 | 103 |
| Assets per client | $1.2M | $8.6M | $297K |
| Clients per advisor | 27 | 2 | 52 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.