Rocky River, OH | |||
|---|---|---|---|
| Assets under management | $13.2M | $13.8M | $13.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 31 | 48 | 54 |
| Assets per client | $424K | $288K | $256K |
| Clients per advisor | 16 | 48 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (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.