Milton, GA | Kennesaw, GA | Woodstock, GA | |
|---|---|---|---|
| Assets under management | $20.9M | $22M | $19.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 51 | 21 |
| Assets per client | $3.5M | $431K | $943K |
| Clients per advisor | 6 | 51 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2024, 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.