Overland Park, KS | Wilmington, NC | Independence, OH | |
|---|---|---|---|
| Assets under management | $284.6M | $298.9M | $299.1M |
| Asset growth, last 2 years | +31% | +31% | +190% |
| Advisory staff | 8 | 3 | 5 |
| Individual clients | 190 | 341 | 152 |
| Assets per client | $1.5M | $877K | $2M |
| Clients per advisor | 24 | 114 | 30 |
| Main custodian | Fidelity | Raymond James | Fidelity |
| Filing with the SEC since | 2017 | 2020 | 2023 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 9 | 3 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, Jun 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.