Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
| Assets under management | $161.5M | $169.7M | $169.6M |
|---|---|---|---|
| Asset growth, last 2 years | +34% | +17% | +16% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 80 | 45 | 110 |
| Assets per client | $2M | $3.8M | $1.5M |
| Clients per advisor | 40 | 45 | 55 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2024 | 2014 | 2023 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | – | 2 |
From each firm's latest Form ADV (Jul 2026, Mar 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Prakash Investment Advisors LLC: Schwab · Family Cfo, LLC: none listed · Stonekeep Investments, LLC: Schwab, Altruist, My529