Lake Forest Park, WA | Seattle, WA | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $210.3M | $222M | $199.5M |
| Asset growth, last 2 years | +84% | +54% | +24% |
| Advisory staff | 4 | 2 | 4 |
| Individual clients | 150 | 173 | 259 |
| Assets per client | $1.4M | $1.3M | $770K |
| Clients per advisor | 38 | 87 | 65 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2022 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 4 | – | 4 |
From each firm's latest Form ADV (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.