Las Vegas, NV | Scottsdale, AZ | Fort Bragg, CA | |
|---|---|---|---|
| Assets under management | $219.2M | $230.3M | $230.3M |
| Asset growth, last 2 years | +28% | +119% | +66% |
| Advisory staff | 3 | 4 | 3 |
| Individual clients | 236 | 229 | 753 |
| Assets per client | $929K | $1M | $306K |
| Clients per advisor | 79 | 57 | 251 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2023 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 4 | 4 |
From each firm's latest Form ADV (Mar 2026, Apr 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.