Franklin, TN | Honolulu, HI | ||
|---|---|---|---|
| Assets under management | $40.3M | $42.4M | $38.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 7 | 1 | 1 |
| Individual clients | 42 | 72 | 18 |
| Assets per client | $960K | $589K | $2.1M |
| Clients per advisor | 6 | 72 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 7 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Aug 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.