Tampa, FL | Coral Gables, FL | Avon, CT | |
|---|---|---|---|
| Assets under management | $418M | $441.9M | $439.1M |
| Asset growth, last 2 years | +36% | +18% | +23% |
| Advisory staff | 4 | 3 | 1 |
| Individual clients | 90 | 7 | 63 |
| Assets per client | $4.6M | $63.1M | $7M |
| Clients per advisor | 23 | 2 | 63 |
| Main custodian | Fidelity | J.P. Morgan | Fidelity |
| Filing with the SEC since | 2020 | 2019 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Oct 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.