Fishers, IN | Pickerington, OH | ||
|---|---|---|---|
| Assets under management | $97.4M | $102.3M | $102.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 48 | 45 | 283 |
| Assets per client | $2M | $2.3M | $362K |
| Clients per advisor | 48 | 45 | 94 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jun 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.