Orlando, FL | Coral Gables, FL | Orlando, FL | |
|---|---|---|---|
| Assets under management | $21.3M | $22.6M | $22.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 50 | 82 | 63 |
| Assets per client | $426K | $275K | $355K |
| Clients per advisor | 25 | 21 | 63 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 2 | 3 |
| People on Advicer.bio | 4 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 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.