Independence, OH | Findlay, OH | Little Rock, AR | |
|---|---|---|---|
| Assets under management | $59.4M | $62.4M | $56.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 108 | 116 | 93 |
| Assets per client | $550K | $538K | $606K |
| Clients per advisor | 108 | 116 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Aug 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.