Miamisburg, OH | Maumee, OH | Mequon, WI | |
|---|---|---|---|
| Assets under management | $229.3M | $242.3M | $240.8M |
| Asset growth, last 2 years | +38% | +23% | – |
| Advisory staff | 3 | 5 | 2 |
| Individual clients | 234 | 714 | 61 |
| Assets per client | $980K | $339K | $3.9M |
| Clients per advisor | 78 | 143 | 31 |
| Main custodian | Raymond James | Trade Pmr | Schwab |
| Filing with the SEC since | 2019 | 2015 | 2024 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 3 | 7 | 2 |
From each firm's latest Form ADV (Mar 2026, May 2026, 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.