Raleigh, NC | Charlotte, NC | Durham, NC | |
|---|---|---|---|
| Assets under management | $69M | $73.2M | $65.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 22 | 30 | 114 |
| Assets per client | $3.1M | $2.4M | $574K |
| Clients per advisor | 11 | 15 | 114 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 4 | 1 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Aug 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.