Birmingham, AL | Southampton, PA | ||
|---|---|---|---|
| Assets under management | $19.2M | $20.1M | $18.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 100 | 10 | 27 |
| Assets per client | $192K | $2M | $675K |
| Clients per advisor | 100 | 10 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Oct 2023). 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.