San Luis Obispo, CA | Chesapeake, VA | ||
|---|---|---|---|
| Assets under management | $7.6M | $8M | $8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 20 | 38 | 43 |
| Assets per client | $379K | $210K | $185K |
| Clients per advisor | 10 | 38 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 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.