Lewisville, NC | Rocky River, OH | ||
|---|---|---|---|
| Assets under management | $8.1M | $8.5M | $7.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 33 | 25 |
| Assets per client | $1.2M | $257K | $307K |
| Clients per advisor | 7 | 33 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| 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.