Bellevue, WA | Seattle, WA | Lynchburg, VA | |
|---|---|---|---|
| Assets under management | $60.7M | $63.9M | $63.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 31 | 94 | 66 |
| Assets per client | $2M | $680K | $966K |
| Clients per advisor | 16 | 47 | 66 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, May 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.