Bethesda, MD | Mesa, AZ | ||
|---|---|---|---|
| Assets under management | $12.3M | $12.9M | $11.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 6 |
| Individual clients | 33 | 16 | 265 |
| Assets per client | $372K | $806K | $44K |
| Clients per advisor | 17 | 16 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2020 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 2020). 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.