Sacramento, CA | Laguna Hills, CA | ||
|---|---|---|---|
| Assets under management | $84.4M | $89.4M | $88.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 45 | 188 | 131 |
| Assets per client | $1.9M | $475K | $676K |
| Clients per advisor | 45 | 94 | 66 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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.