Gilbert, AZ | Scottsdale, AZ | Greenville, SC | |
|---|---|---|---|
| Assets under management | $359.2M | $380.8M | $377.3M |
| Asset growth, last 2 years | +38% | +44% | +26% |
| Advisory staff | 7 | 3 | 10 |
| Individual clients | 441 | 340 | 240 |
| Assets per client | $814K | $1.1M | $1.6M |
| Clients per advisor | 63 | 113 | 24 |
| Main custodian | Axos Clearing | LPL Financial | Schwab |
| Filing with the SEC since | 2021 | 2019 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 8 | 3 | 7 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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.