Oregon City, OR | |||
|---|---|---|---|
| Assets under management | $81.2M | $85.3M | $77.1M |
| Asset growth, last 2 years | +98% | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 22 | 66 | 356 |
| Assets per client | $3.7M | $1.3M | $217K |
| Clients per advisor | 22 | 33 | 119 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Apr 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.