Trinity, FL | Oxford, FL | Sarasota, FL | |
|---|---|---|---|
| Assets under management | $46.8M | $49.2M | $49.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 96 | 68 | 40 |
| Assets per client | $488K | $724K | $1.2M |
| Clients per advisor | 48 | 34 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 3 | – |
| 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.