Cardiff By The Sea, CA | Santa Barbara, CA | Boone, NC | |
|---|---|---|---|
| Assets under management | $75.3M | $79.7M | $79.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 67 | 47 | 186 |
| Assets per client | $1.1M | $1.7M | $425K |
| Clients per advisor | 34 | 47 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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.