San Diego, CA | San Diego, CA | Rancho Santa Fe, CA | |
|---|---|---|---|
| Assets under management | $276.1M | $291.6M | $261.6M |
| Asset growth, last 2 years | +15% | +49% | +67% |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 301 | 240 | 125 |
| Assets per client | $917K | $1.2M | $2.1M |
| Clients per advisor | 301 | 80 | 31 |
| Main custodian | Schwab | Schwab | Altruist |
| Filing with the SEC since | 2012 or earlier | 2019 | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 4 | 5 |
From each firm's latest Form ADV (Mar 2026, Jul 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.