Minneapolis, MN | Pickerington, OH | ||
|---|---|---|---|
| Assets under management | $84.5M | $88.8M | $80.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 142 | 95 | 155 |
| Assets per client | $595K | $935K | $518K |
| Clients per advisor | 142 | 48 | 52 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.