Hagerstown, MD | Idaho Falls, ID | ||
|---|---|---|---|
| Assets under management | $82M | $86.1M | $77.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 271 | 107 | 121 |
| Assets per client | $303K | $805K | $643K |
| Clients per advisor | 271 | 54 | 61 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, Sep 2026, Aug 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.