Chattanooga, TN | Clarks Green, PA | Venice, CA | |
|---|---|---|---|
| Assets under management | $69M | $72.5M | $72.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 4 | 1 |
| Individual clients | 60 | 102 | 87 |
| Assets per client | $1.1M | $711K | $833K |
| Clients per advisor | 30 | 26 | 87 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 4 | 4 |
From each firm's latest Form ADV (Sep 2026, Jul 2026, Aug 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.