Idaho Falls, ID | Tulsa, OK | ||
|---|---|---|---|
| Assets under management | $77.8M | $81.7M | $81.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 121 | 28 | 102 |
| Assets per client | $643K | $2.9M | $801K |
| Clients per advisor | 61 | 28 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, 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.