Scottsdale, AZ | Bluffton, SC | ||
|---|---|---|---|
| Assets under management | $72.5M | $76.2M | $68.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 75 | 58 | 78 |
| Assets per client | $967K | $1.3M | $883K |
| Clients per advisor | 38 | 58 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.