| Assets under management | $23.9M | $25.1M | $22.7M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 18 | 62 | 37 |
| Assets per client | $1.3M | $405K | $614K |
| Clients per advisor | 9 | 62 | 37 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | – | 1 |
From each firm's latest Form ADV (Sep 2026, Jun 2025, May 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.