Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Chicago, IL | Omaha, NE | ||
|---|---|---|---|
| Assets under management | $4.8M | $5M | $4.5M |
| Asset growth, last 2 years | −97% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | 21 | 14 |
| Assets per client | $957K | $240K | $324K |
| Clients per advisor | 5 | 21 | 14 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Redmont Wealth: Schwab · Turner Financial: none listed · Kwma: none listed