Mashpee, MA | Hingham, MA | Wichita, KS | |
|---|---|---|---|
| Assets under management | $66.4M | $70M | $69.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 150 | 186 | 358 |
| Assets per client | $442K | $376K | $195K |
| Clients per advisor | 75 | 186 | 119 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | 2 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jul 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.