Raleigh, NC | Charlotte, NC | Clarks Green, PA | |
|---|---|---|---|
| Assets under management | $69M | $73.2M | $72.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 22 | 30 | 102 |
| Assets per client | $3.1M | $2.4M | $711K |
| Clients per advisor | 11 | 15 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 4 | – |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Jul 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.