Dublin, OH | Cincinnati, OH | ||
|---|---|---|---|
| Assets under management | $19.2M | $20.3M | $20.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 33 | 45 | 10 |
| Assets per client | $581K | $451K | $2M |
| Clients per advisor | 33 | 45 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 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.