New Port Richey, FL | |||
|---|---|---|---|
| Assets under management | $26.3M | $27.6M | $25M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 65 | 28 | 302 |
| Assets per client | $404K | $987K | $83K |
| Clients per advisor | 65 | 28 | 151 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (Mar 2022, 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.