Fremont, OH | San Rafael, CA | ||
|---|---|---|---|
| Assets under management | $42.9M | $45.1M | $45.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 1 |
| Individual clients | 509 | 33 | 47 |
| Assets per client | $84K | $1.4M | $959K |
| Clients per advisor | 102 | 33 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 4 | – | 1 |
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.