Chattanooga, TN | Atlanta, GA | Carbondale, IL | |
|---|---|---|---|
| Assets under management | $84.1M | $88.4M | $88.4M |
| Asset growth, last 2 years | – | +11% | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 240 | 28 | 366 |
| Assets per client | $350K | $3.2M | $241K |
| Clients per advisor | 120 | 28 | 183 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.