Pensacola, FL | West Palm Beach, FL | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $129.9M | $137.6M | $136.4M |
| Asset growth, last 2 years | +15% | – | −2% |
| Advisory staff | 3 | 4 | 3 |
| Individual clients | 346 | 392 | 173 |
| Assets per client | $375K | $351K | $788K |
| Clients per advisor | 115 | 98 | 58 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2021 | 2024 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 5 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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.