| Assets under management | $492K | $519K | $518K |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 0 | 6 | 5 |
| Assets per client | – | $87K | $104K |
| Clients per advisor | – | 6 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Sep 2025, Jan 2026, May 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.