Norfolk, VA | Henrico, VA | Latham, NY | |
|---|---|---|---|
| Assets under management | $20.2M | $21.3M | $21.2M |
| Asset growth, last 2 years | −45% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 50 | 41 | 57 |
| Assets per client | $404K | $520K | $373K |
| Clients per advisor | 50 | 41 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Jan 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.