Bothell, WA | Cincinnati, OH | ||
|---|---|---|---|
| Assets under management | $60.4M | $63.4M | $57.2M |
| Asset growth, last 2 years | – | +85% | +7% |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 79 | 94 | 70 |
| Assets per client | $764K | $675K | $817K |
| Clients per advisor | 40 | 47 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Sep 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.