San Diego, CA | Westlake Village, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $583M | $615.7M | $552.4M |
| Asset growth, last 2 years | +7% | +36% | +35% |
| Advisory staff | 6 | 5 | 4 |
| Individual clients | 362 | 324 | 319 |
| Assets per client | $1.6M | $1.9M | $1.7M |
| Clients per advisor | 60 | 65 | 80 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 6 | 8 | 5 |
From each firm's latest Form ADV (Jun 2026, Apr 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.