Beachwood, OH | Maumee, OH | Louisville, CO | |
|---|---|---|---|
| Assets under management | $258.8M | $272.2M | $245.7M |
| Asset growth, last 2 years | +14% | −11% | – |
| Advisory staff | 6 | 4 | 2 |
| Individual clients | 122 | 662 | 21 |
| Assets per client | $2.1M | $411K | $11.7M |
| Clients per advisor | 20 | 166 | 11 |
| Main custodian | Schwab | Fidelity | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.