Coral Gables, FL | Miami, FL | Palm Desert, CA | |
|---|---|---|---|
| Assets under management | $866.6M | $911M | $822.2M |
| Asset growth, last 2 years | +52% | +244% | +26% |
| Advisory staff | 3 | 4 | 5 |
| Individual clients | 69 | 65 | 320 |
| Assets per client | $12.6M | $14M | $2.6M |
| Clients per advisor | 23 | 16 | 64 |
| Main custodian | J.P. Morgan | J.P. Morgan | Schwab |
| Filing with the SEC since | 2019 | 2023 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 5 | 3 |
From each firm's latest Form ADV (Feb 2026, Jun 2026, Apr 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.