Portland, OR | Orland Park, IL | ||
|---|---|---|---|
| Assets under management | $45.1M | $47.4M | $42.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 38 | 79 | 41 |
| Assets per client | $1.2M | $600K | $1M |
| Clients per advisor | 19 | 40 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 2026, Mar 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.