Land O' Lakes, FL | Bozeman, MT | Jupiter, FL | |
|---|---|---|---|
| Assets under management | $32M | $33.7M | $30.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 172 | 55 | 47 |
| Assets per client | $186K | $612K | $645K |
| Clients per advisor | 86 | 55 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2025, May 2026, Jan 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.