| Assets under management | $23.9M | $25.1M | $25.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 35 | 28 | 62 |
| Assets per client | $683K | $896K | $405K |
| Clients per advisor | 35 | 28 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 2025). 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.