Bozeman, MT | Peachtree City, GA | ||
|---|---|---|---|
| Assets under management | $24.5M | $25.8M | $25.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 6 |
| Individual clients | 57 | 171 | 130 |
| Assets per client | $430K | $151K | $198K |
| Clients per advisor | 57 | 86 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | 3 |
| People on Advicer.bio | 1 | 2 | 7 |
From each firm's latest Form ADV (Jul 2026, 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.