Concord, NC | |||
|---|---|---|---|
| Assets under management | $41.3M | $43.4M | $43.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 31 | 33 | 100 |
| Assets per client | $1.3M | $1.3M | $434K |
| Clients per advisor | 16 | 17 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Oct 2026, Jan 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.