San Francisco, CA | |||
|---|---|---|---|
| Assets under management | $348.1M | $365.6M | $330.6M |
| Asset growth, last 2 years | – | – | +80% |
| Advisory staff | 1 | 8 | 2 |
| Individual clients | 255 | 17 | 10 |
| Assets per client | $1.4M | $21.5M | $33.1M |
| Clients per advisor | 255 | 2 | 5 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2024 | 2024 | 2014 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 7 | 2 |
From each firm's latest Form ADV (Jul 2026, Sep 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.