Chesterton, IN | Lee's Summit, MO | ||
|---|---|---|---|
| Assets under management | $13.8M | $14.5M | $13.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 43 | 21 | 39 |
| Assets per client | $321K | $692K | $336K |
| Clients per advisor | 14 | 21 | 39 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 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.