Lynchburg, VA | Seattle, WA | Chicago, IL | |
|---|---|---|---|
| Assets under management | $1.02B | $1.08B | $971.4M |
| Asset growth, last 2 years | +39% | +27% | +191% |
| Advisory staff | 5 | 8 | 2 |
| Individual clients | 562 | 296 | – |
| Assets per client | $1.8M | $3.6M | – |
| Clients per advisor | 112 | 37 | – |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 7 | – |
From each firm's latest Form ADV (Mar 2026, Apr 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.