Kennesaw, GA | Calhoun, GA | Brunswick, ME | |
|---|---|---|---|
| Assets under management | $150M | $158.6M | $157.7M |
| Asset growth, last 2 years | – | +25% | +13% |
| Advisory staff | 2 | 6 | 1 |
| Individual clients | 234 | 108 | 58 |
| Assets per client | $641K | $1.5M | $2.7M |
| Clients per advisor | 117 | 18 | 58 |
| Main custodian | Schwab | Schwab | RBC |
| Filing with the SEC since | 2024 | 2018 | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 6 | 1 |
From each firm's latest Form ADV (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.