Pickerington, OH | Phoenix, AZ | Fort Washington, PA | |
|---|---|---|---|
| Assets under management | $102.3M | $107.5M | $97.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 283 | 71 | 137 |
| Assets per client | $362K | $1.5M | $709K |
| Clients per advisor | 94 | 71 | 137 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 4 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jun 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.