Kingsport, TN | Basalt, CO | ||
|---|---|---|---|
| Assets under management | $53.1M | $55.8M | $55.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 32 | 108 | 21 |
| Assets per client | $1.7M | $517K | $2.7M |
| Clients per advisor | 32 | 108 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Jul 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.