Venice, FL | |||
|---|---|---|---|
| Assets under management | $8.9M | $9.4M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | – | 14 | 13 |
| Assets per client | – | $671K | $652K |
| Clients per advisor | – | 14 | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2025 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Apr 2025, Nov 2025, 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.