Bethesda, MD | Dallas, TX | Lutherville, MD | |
|---|---|---|---|
| Assets under management | $1.48B | $1.55B | $1.37B |
| Asset growth, last 2 years | +29% | +19% | +151% |
| Advisory staff | 13 | 3 | 13 |
| Individual clients | 396 | 200 | 335 |
| Assets per client | $3.7M | $7.8M | $4.1M |
| Clients per advisor | 30 | 67 | 26 |
| Main custodian | Folio | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2015 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 13 | 3 | 12 |
From each firm's latest Form ADV (May 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.