Mount Vernon, IA | Kingsport, TN | ||
|---|---|---|---|
| Assets under management | $53.1M | $55.8M | $55.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 70 | 23 | 108 |
| Assets per client | $759K | $2.4M | $517K |
| Clients per advisor | 35 | 23 | 108 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jan 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.