Alpharetta, GA | |||
|---|---|---|---|
| Assets under management | $35.7M | $37.5M | $37.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 32 | 78 | 304 |
| Assets per client | $1.1M | $481K | $123K |
| Clients per advisor | 32 | 20 | 152 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 1 | 4 | 3 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Feb 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.