Sarasota, FL | Windermere, FL | Lake Mary, FL | |
|---|---|---|---|
| Assets under management | $40M | $42.1M | $37.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 46 | 132 | 39 |
| Assets per client | $870K | $319K | $967K |
| Clients per advisor | 46 | 132 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, 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.