Cincinnati, OH | Warwick, RI | ||
|---|---|---|---|
| Assets under management | $255.9M | $268.8M | $268.8M |
| Asset growth, last 2 years | +59% | +93% | +29% |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 57 | 77 | 640 |
| Assets per client | $4.5M | $3.5M | $420K |
| Clients per advisor | 57 | 26 | 640 |
| Main custodian | – | Schwab | SEI |
| Filing with the SEC since | 2012 or earlier | 2022 | 2016 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.