Boca Raton, FL | Jacksonville, FL | Fargo, ND | |
|---|---|---|---|
| Assets under management | $199.1M | $209.7M | $189.1M |
| Asset growth, last 2 years | +69% | – | +4% |
| Advisory staff | 1 | 7 | 4 |
| Individual clients | 213 | 710 | 659 |
| Assets per client | $935K | $295K | $287K |
| Clients per advisor | 213 | 101 | 165 |
| Main custodian | Schwab | Schwab | Axos Clearing |
| Filing with the SEC since | 2022 | 2024 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 7 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, 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.