Mission Viejo, CA | San Diego, CA | Lincolnton, NC | |
|---|---|---|---|
| Assets under management | $7.1M | $7.5M | $6.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 0 | 1 |
| Individual clients | 10 | 29 | 45 |
| Assets per client | $707K | $259K | $149K |
| Clients per advisor | 10 | – | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.