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.
Chicago, IL | Jacksonville, IL | ||
|---|---|---|---|
| Assets under management | $57.4M | $60.4M | $60.3M |
| Asset growth, last 2 years | – | +65% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 31 | 259 | 39 |
| Assets per client | $1.9M | $233K | $1.5M |
| Clients per advisor | 16 | 130 | 39 |
| Main custodian | Schwab | LPL Financial | – |
| Filing with the SEC since | 2024 | 2021 | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Jun 2026, 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.
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: Sankota Capital LLC: Schwab · Investment Advisors Group, LLC: LPL Financial · Onplane Financial Advisors: none listed