Tallahassee, FL | Wellington, FL | Louisville, KY | |
|---|---|---|---|
| Assets under management | $238.5M | $251.1M | $250.5M |
| Asset growth, last 2 years | +63% | +24% | +32% |
| Advisory staff | 5 | 2 | 1 |
| Individual clients | 250 | 285 | 1,061 |
| Assets per client | $954K | $881K | $236K |
| Clients per advisor | 50 | 143 | 1,061 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2019 | 2016 | 2012 or earlier |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 6 | 2 | 1 |
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.