Santa Barbara, CA | Agoura Hills, CA | Ocala, FL | |
|---|---|---|---|
| Assets under management | $4.7M | $5M | $5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 45 | 54 |
| Assets per client | $395K | $111K | $92K |
| Clients per advisor | 12 | 45 | 54 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 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.