| Assets under management | $109.5M | $115.1M | $104M |
|---|---|---|---|
| Asset growth, last 2 years | – | +17% | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 77 | 76 | 72 |
| Assets per client | $1.4M | $1.5M | $1.4M |
| Clients per advisor | 77 | 19 | 72 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2021 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, 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.