Franklin, IN | Independence, OH | Salina, KS | |
|---|---|---|---|
| Assets under management | $8.2M | $8.7M | $7.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 35 | 28 | 27 |
| Assets per client | $235K | $309K | $289K |
| Clients per advisor | 12 | 28 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Mar 2026, Jun 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.