Canfield, OH | |||
|---|---|---|---|
| Assets under management | $37.8M | $39.8M | $35.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 18 | 17 | 47 |
| Assets per client | $2.1M | $2.3M | $765K |
| Clients per advisor | 18 | 17 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Oct 2025, May 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.