Columbus, OH | Findlay, OH | Walpole, MA | |
|---|---|---|---|
| Assets under management | $59.1M | $62.4M | $62.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 86 | 116 | 301 |
| Assets per client | $687K | $538K | $206K |
| Clients per advisor | 43 | 116 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Oct 2026, Jun 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.