Colorado Springs, CO | Canonsburg, PA | ||
|---|---|---|---|
| Assets under management | $86.1M | $90.5M | $90.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 107 | 139 | 112 |
| Assets per client | $805K | $651K | $807K |
| Clients per advisor | 54 | 70 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 3 | – |
| People on Advicer.bio | 2 | – | 5 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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.