Watkinsville, GA | Scottsdale, AZ | ||
|---|---|---|---|
| Assets under management | $143.6M | $150.8M | $136.4M |
| Asset growth, last 2 years | +23% | −28% | −2% |
| Advisory staff | 1 | 4 | 3 |
| Individual clients | 40 | 330 | 173 |
| Assets per client | $3.6M | $457K | $788K |
| Clients per advisor | 40 | 83 | 58 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2015 | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 6 | 3 |
From each firm's latest Form ADV (Jul 2026, Sep 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.