Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
West Palm Beach, FL | Anderson, CA | ||
|---|---|---|---|
| Assets under management | $63M | $66.2M | $66.2M |
| Asset growth, last 2 years | +34% | +33% | – |
| Advisory staff | 3 | 3 | 2 |
| Individual clients | 180 | 51 | 145 |
| Assets per client | $350K | $1.3M | $456K |
| Clients per advisor | 60 | 17 | 73 |
| Main custodian | LPL Financial | Schwab | – |
| Filing with the SEC since | 2021 | 2022 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 3 | 2 |
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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Seraphim Capital Management, LLC: LPL Financial, Interactive Brokers · Isgam US LLC: Schwab · Morris Wealth Management: none listed