South Dennis, MA | Metter, GA | ||
|---|---|---|---|
| Assets under management | $29.3M | $30.8M | $30.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 40 | 27 | 222 |
| Assets per client | $732K | $1.1M | $139K |
| Clients per advisor | 40 | 14 | 222 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Jul 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.