Summerville, SC | |||
|---|---|---|---|
| Assets under management | $14.2M | $14.9M | $14.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 171 | 123 | 40 |
| Assets per client | $83K | $121K | $373K |
| Clients per advisor | 86 | 62 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (May 2026, 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.