Clovis, CA | Folsom, CA | Westerville, OH | |
|---|---|---|---|
| Assets under management | $51.3M | $54M | $48.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 54 | 70 | 215 |
| Assets per client | $949K | $771K | $226K |
| Clients per advisor | 54 | 70 | 108 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Apr 2026, Jul 2026, Mar 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.