Jupiter, FL | Miami, FL | Miami, FL | |
|---|---|---|---|
| Assets under management | $105.4M | $111.3M | $113.2M |
| Asset growth, last 2 years | – | +75% | −85% |
| Advisory staff | 4 | 2 | 2 |
| Individual clients | 78 | 58 | 17 |
| Assets per client | $1.4M | $1.9M | $6.7M |
| Clients per advisor | 20 | 29 | 9 |
| Main custodian | – | Schwab | J.P. Morgan |
| Filing with the SEC since | 2026 | 2022 | 2018 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 5 | 2 | 3 |
From each firm's latest Form ADV (Jun 2026, Sep 2026, Mar 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.