Provo, UT | Bethesda, MD | ||
|---|---|---|---|
| Assets under management | $25.5M | $26.8M | $26.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 65 | 28 | 43 |
| Assets per client | $393K | $958K | $624K |
| Clients per advisor | 65 | 28 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 3 | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Jan 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.