Huntington Beach, CA | Burbank, CA | Brevard, NC | |
|---|---|---|---|
| Assets under management | $49.2M | $51.7M | $46.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 0 | 1 |
| Individual clients | 96 | 57 | 48 |
| Assets per client | $512K | $907K | $973K |
| Clients per advisor | – | – | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 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.