Boca Raton, FL | Calabasas, CA | Edmond, OK | |
|---|---|---|---|
| Assets under management | $232.2M | $243.9M | $220.5M |
| Asset growth, last 2 years | – | +31% | +38% |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 127 | 289 | 808 |
| Assets per client | $1.8M | $844K | $273K |
| Clients per advisor | 127 | 96 | 404 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2021 | 2012 or earlier |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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.