Uniontown, OH | Woodmere, OH | Camarillo, CA | |
|---|---|---|---|
| Assets under management | $88.7M | $93.5M | $84.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 198 | 119 | 130 |
| Assets per client | $448K | $786K | $648K |
| Clients per advisor | 66 | 119 | 65 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 4 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.