Troy, MO | Prescott, AZ | Baton Rouge, LA | |
|---|---|---|---|
| Assets under management | $68.2M | $71.7M | $64.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 174 | 86 | 151 |
| Assets per client | $392K | $834K | $429K |
| Clients per advisor | 87 | 43 | 76 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Sep 2026, Feb 2026, Mar 2025). 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.