Santa Barbara, CA | |||
|---|---|---|---|
| Assets under management | $75.8M | $79.7M | $79.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 62 | 118 | 47 |
| Assets per client | $1.2M | $675K | $1.7M |
| Clients per advisor | 62 | 59 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 3 | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.