Chardon, OH | |||
|---|---|---|---|
| Assets under management | $33.5M | $35.2M | $35.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 32 | 41 | 25 |
| Assets per client | $1M | $859K | $1.4M |
| Clients per advisor | 16 | 21 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jul 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.