Miami, FL | Naples, FL | Bonita Springs, FL | |
|---|---|---|---|
| Assets under management | $9.8M | $10.3M | $10.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 20 | 7 | 32 |
| Assets per client | $488K | $1.5M | $320K |
| Clients per advisor | 20 | 7 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Jan 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.