Clackamas, OR | Charlotte, NC | Lake Oswego, OR | |
|---|---|---|---|
| Assets under management | $300.4M | $315.8M | $283.3M |
| Asset growth, last 2 years | +43% | +44% | +33% |
| Advisory staff | 4 | 8 | 4 |
| Individual clients | 496 | 190 | 98 |
| Assets per client | $606K | $1.7M | $2.9M |
| Clients per advisor | 124 | 24 | 25 |
| Main custodian | Axos Clearing | Schwab | Pershing |
| Filing with the SEC since | 2017 | 2021 | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 7 | 4 |
From each firm's latest Form ADV (Jan 2026, Aug 2026, Mar 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.