St. Augustine, FL | Trinity, FL | Windermere, FL | |
|---|---|---|---|
| Assets under management | $44.5M | $46.8M | $42.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 127 | 96 | 132 |
| Assets per client | $351K | $488K | $319K |
| Clients per advisor | 64 | 48 | 132 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 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.