Sarasota, FL | Ocala, FL | ||
|---|---|---|---|
| Assets under management | $14.3M | $15.1M | $15M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 99 | 133 | 27 |
| Assets per client | $144K | $114K | $556K |
| Clients per advisor | 99 | 44 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Apr 2026, May 2026, Jan 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.