| Assets under management | $927K | $979K | $868K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 0 | 3 | 4 |
| Assets per client | – | $326K | $217K |
| Clients per advisor | – | 3 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2025, 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.