Winston Salem, NC | Deerfield, IL | Madison, WI | |
|---|---|---|---|
| Assets under management | $1.37B | $1.44B | $1.44B |
| Asset growth, last 2 years | +28% | +24% | +47% |
| Advisory staff | 11 | 5 | 8 |
| Individual clients | 382 | 200 | 357 |
| Assets per client | $3.6M | $7.2M | $4M |
| Clients per advisor | 35 | 40 | 45 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2014 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 10 | 5 | 7 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Jan 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.