| Assets under management | $13.2M | $13.9M | $13.9M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 25 | 13 | 25 |
| Assets per client | $530K | $1.1M | $556K |
| Clients per advisor | 25 | 13 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 4 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Aug 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.