Lehi, UT | Richardson, TX | Corvallis, OR | |
|---|---|---|---|
| Assets under management | $198.5M | $208.6M | $208.6M |
| Asset growth, last 2 years | +13% | +38% | +48% |
| Advisory staff | 3 | 1 | 5 |
| Individual clients | 186 | 196 | 226 |
| Assets per client | $1.1M | $1.1M | $923K |
| Clients per advisor | 62 | 196 | 45 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | – | 1 | 5 |
| People on Advicer.bio | 2 | 1 | 5 |
From each firm's latest Form ADV (Jan 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.