Palm Beach Gardens, FL | Osprey, FL | ||
|---|---|---|---|
| Assets under management | $21M | $22.2M | $19.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 67 | 78 | 61 |
| Assets per client | $313K | $285K | $327K |
| Clients per advisor | 67 | 26 | 61 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Jun 2026, Dec 2024). 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.