West Palm Beach, FL | St. Petersburg, FL | Sarasota, FL | |
|---|---|---|---|
| Assets under management | $11.3M | $12M | $12M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 67 | 35 | 32 |
| Assets per client | $169K | $343K | $374K |
| Clients per advisor | 67 | 35 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Jan 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.