Fishers, IN | Topsfield, MA | ||
|---|---|---|---|
| Assets under management | $88.8M | $93.3M | $93.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 130 | 143 | 113 |
| Assets per client | $683K | $652K | $826K |
| Clients per advisor | 130 | 72 | 113 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Apr 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.