Bluffton, SC | Annapolis, MD | ||
|---|---|---|---|
| Assets under management | $100.9M | $106M | $95.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 49 | 152 | 69 |
| Assets per client | $2.1M | $697K | $1.4M |
| Clients per advisor | 49 | 76 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 4 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 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.