Arlington, VA | Irvine, CA | ||
|---|---|---|---|
| Assets under management | $2.8M | $3M | $2.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 11 | – | 25 |
| Assets per client | $255K | – | $106K |
| Clients per advisor | 6 | – | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, Jul 2026, Jan 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.