Boise, ID | The Woodlands, TX | Santa Monica, CA | |
|---|---|---|---|
| Assets under management | $843.9M | $889M | $888.8M |
| Asset growth, last 2 years | +68% | +53% | +74% |
| Advisory staff | 8 | 1 | 7 |
| Individual clients | 273 | 51 | 839 |
| Assets per client | $3.1M | $17.4M | $1.1M |
| Clients per advisor | 34 | 51 | 120 |
| Main custodian | Schwab | Morgan Stanley | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2013 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 8 | 1 | 7 |
From each firm's latest Form ADV (Feb 2026, 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.