Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
New York, NY | Saint Paul, MN | Holland, MI | |
|---|---|---|---|
| Assets under management | $29.2M | $30.7M | $27.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 17 | 105 | 24 |
| Assets per client | $1.7M | $292K | $1.2M |
| Clients per advisor | 17 | 53 | 24 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Feb 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: S. Williams Capital, LLC: Interactive Brokers · Azure Wealth Management: none listed · Clearview Capital: none listed