Scottsdale, AZ | Santa Barbara, CA | ||
|---|---|---|---|
| Assets under management | $52.1M | $54.7M | $54.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 7 | 1 |
| Individual clients | 14 | 62 | 6 |
| Assets per client | $3.7M | $882K | $9.1M |
| Clients per advisor | 14 | 9 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 8 | 1 |
From each firm's latest Form ADV (Jan 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.