Homewood, IL | Novato, CA | Boulder, CO | |
|---|---|---|---|
| Assets under management | $162.5M | $170.8M | $154.2M |
| Asset growth, last 2 years | +24% | +28% | +157% |
| Advisory staff | 3 | 6 | 1 |
| Individual clients | 277 | 83 | 13 |
| Assets per client | $587K | $2.1M | $11.9M |
| Clients per advisor | 92 | 14 | 13 |
| Main custodian | Pershing | Pacific Premier Trust Company | – |
| Filing with the SEC since | 2022 | 2021 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 6 | 1 |
From each firm's latest Form ADV (Feb 2026, Aug 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.