San Diego, CA | San Diego, CA | San Ramon, CA | |
|---|---|---|---|
| Assets under management | $276.1M | $291.6M | $290.7M |
| Asset growth, last 2 years | +15% | +49% | +25% |
| Advisory staff | 1 | 3 | 3 |
| Individual clients | 301 | 240 | 181 |
| Assets per client | $917K | $1.2M | $1.6M |
| Clients per advisor | 301 | 80 | 60 |
| Main custodian | Schwab | Schwab | Equity Trust Company |
| Filing with the SEC since | 2012 or earlier | 2019 | 2020 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 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.