Rocky Hill, CT | Rocky Hill, CT | Knoxville, TN | |
|---|---|---|---|
| Assets under management | $38M | $40M | $36M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 65 | 69 | 49 |
| Assets per client | $584K | $580K | $736K |
| Clients per advisor | 33 | 69 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.