| Assets under management | $725K | $768K | $771K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 4 | 10 | 9 |
| Assets per client | $181K | $77K | $86K |
| Clients per advisor | 4 | 10 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2022 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Mar 2025, Jan 2022). 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.