Newport Beach, CA | |||
|---|---|---|---|
| Assets under management | $38.9M | $40.8M | $36.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 80 | 26 | 28 |
| Assets per client | $486K | $1.6M | $1.3M |
| Clients per advisor | 40 | 13 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.