Newport Beach, CA | Redwood City, CA | South San Francisco, CA | |
|---|---|---|---|
| Assets under management | $443.7M | $466.5M | $466.3M |
| Asset growth, last 2 years | +22% | +23% | +171% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 150 | 25 | 441 |
| Assets per client | $3M | $18.7M | $1.1M |
| Clients per advisor | 75 | 13 | 110 |
| Main custodian | Fidelity | SEI | – |
| Filing with the SEC since | 2019 | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Mar 2026, Aug 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.