Summerville, SC | |||
|---|---|---|---|
| Assets under management | $12.5M | $13.1M | $11.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 9 | 166 | 12 |
| Assets per client | $1.4M | $79K | $986K |
| Clients per advisor | 9 | 55 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Jul 2026, Sep 2026, Feb 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.