Fargo, ND | Tucson, AZ | Dallas, TX | |
|---|---|---|---|
| Assets under management | $96.3M | $101.1M | $101.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 68 | 91 | 59 |
| Assets per client | $1.4M | $1.1M | $1.7M |
| Clients per advisor | 68 | 23 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Feb 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.