Thousand Oaks, CA | Roseville, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $73.4M | $77.4M | $77.2M |
| Asset growth, last 2 years | +78% | +121% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 41 | 78 | 38 |
| Assets per client | $1.8M | $993K | $2M |
| Clients per advisor | 41 | 78 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | 4 | 1 | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
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.