Woodstock, GA | Milton, GA | West Des Moines, IA | |
|---|---|---|---|
| Assets under management | $19.8M | $20.9M | $20.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 21 | 6 | 45 |
| Assets per client | $943K | $3.5M | $462K |
| Clients per advisor | 21 | 6 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 7 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Aug 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.