Rocky River, OH | Pepper Pike, OH | Valley City, OH | |
|---|---|---|---|
| Assets under management | $12.6M | $13.3M | $13.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 0 | 3 |
| Individual clients | 19 | 58 | 251 |
| Assets per client | $663K | $229K | $53K |
| Clients per advisor | 19 | – | 84 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 2025, May 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.