From each firm's latest Form ADV (Mar 2026, Oct 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.
Firms update assets in their annual Form ADV filing, usually by the end of March.
Assets under management
Parvin Asset Management, LLC
Hahn Financial Group
Oxford Capital Management
Advisory staff
Parvin Asset Management, LLC
Hahn Financial Group
Oxford Capital Management
Individual clients
Parvin Asset Management, LLC
Hahn Financial Group
Oxford Capital Management
Tech stacks
None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.
Custodians on Form ADV: Parvin Asset Management, LLC: Schwab · Hahn Financial Group: Schwab · Oxford Capital Management: Schwab
