Atlanta, GA | Alpharetta, GA | West Newton, MA | |
|---|---|---|---|
| Assets under management | $192M | $201.7M | $182.3M |
| Asset growth, last 2 years | −37% | +37% | +51% |
| Advisory staff | 3 | 2 | 2 |
| Individual clients | 255 | 190 | 118 |
| Assets per client | $753K | $1.1M | $1.5M |
| Clients per advisor | 85 | 95 | 59 |
| Main custodian | Raymond James | First Clearing Corp | – |
| Filing with the SEC since | 2018 | 2021 | 2023 |
| Tools in their stack | 3 | 1 | 1 |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 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.