Mesa, AZ | Rogers, AR | Tampa, FL | |
|---|---|---|---|
| Assets under management | $917.3M | $965M | $965.6M |
| Asset growth, last 2 years | +92% | +22% | +54% |
| Advisory staff | 9 | 5 | 12 |
| Individual clients | 520 | 392 | 807 |
| Assets per client | $1.8M | $2.5M | $1.2M |
| Clients per advisor | 58 | 78 | 67 |
| Main custodian | Schwab | Schwab | Pershing |
| Filing with the SEC since | 2012 or earlier | 2019 | 2021 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 5 | 14 |
From each firm's latest Form ADV (Mar 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.