Greenville, SC | Manassas, VA | ||
|---|---|---|---|
| Assets under management | $51.7M | $54.3M | $49.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 12 | 31 | 96 |
| Assets per client | $4.3M | $1.8M | $511K |
| Clients per advisor | 12 | 16 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Sep 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.