Overland Park, KS | Topeka, KS | Van Nuys, CA | |
|---|---|---|---|
| Assets under management | $162.1M | $170.7M | $153.9M |
| Asset growth, last 2 years | +189% | +19% | +28% |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 259 | 261 | 116 |
| Assets per client | $626K | $654K | $1.3M |
| Clients per advisor | 65 | 131 | 116 |
| Main custodian | Schwab | Schwab | Interactive Brokers |
| Filing with the SEC since | 2021 | 2023 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 5 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Mar 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.