Columbia, MO | Newport Beach, CA | ||
|---|---|---|---|
| Assets under management | $70.8M | $74.4M | $74.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 6 | 1 |
| Individual clients | 51 | 146 | 20 |
| Assets per client | $1.4M | $510K | $3.7M |
| Clients per advisor | 51 | 24 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 1 | 7 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.