| Assets under management | $1.2M | $1.3M | $1.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 26 | 6 |
| Assets per client | $178K | $51K | $196K |
| Clients per advisor | 7 | 26 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Jul 2026, Feb 2024). 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.