Auburn Hills, MI | Mcpherson, KS | Kalamazoo, MI | |
|---|---|---|---|
| Assets under management | $166.1M | $174.5M | $156.6M |
| Asset growth, last 2 years | +29% | +38% | +22% |
| Advisory staff | 3 | 4 | 2 |
| Individual clients | 391 | 384 | 137 |
| Assets per client | $425K | $455K | $1.1M |
| Clients per advisor | 130 | 96 | 69 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2018 | 2022 | 2020 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 4 | 13 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 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.