Ann Arbor, MI | Annapolis, MD | ||
|---|---|---|---|
| Assets under management | $76.5M | $80.4M | $80.4M |
| Asset growth, last 2 years | – | – | +79% |
| Advisory staff | 6 | 2 | 1 |
| Individual clients | 123 | 200 | 54 |
| Assets per client | $622K | $402K | $1.5M |
| Clients per advisor | 21 | 100 | 54 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 6 | 2 | 1 |
From each firm's latest Form ADV (Oct 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.