New Castle, PA | Seymour, IN | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $34.9M | $36.7M | $33.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 170 | 48 | 119 |
| Assets per client | $205K | $764K | $279K |
| Clients per advisor | 85 | 24 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Feb 2026, Jul 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.