Chapel Hill, NC | Dayton, OH | Newport, CA | |
|---|---|---|---|
| Assets under management | $133M | $139.7M | $139.8M |
| Asset growth, last 2 years | +25% | +9% | −51% |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 5 | 123 | 71 |
| Assets per client | $26.6M | $1.1M | $2M |
| Clients per advisor | 3 | 62 | 36 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2023 | 2012 or earlier | 2016 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 2 | 2 |
From each firm's latest Form ADV (Apr 2026, Aug 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.