Tampa, FL | Clearwater, FL | ||
|---|---|---|---|
| Assets under management | $7M | $7.4M | $7.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 28 | 15 | 10 |
| Assets per client | $250K | $496K | $737K |
| Clients per advisor | 28 | 15 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2025, 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.