Canonsburg, PA | Danville, CA | ||
|---|---|---|---|
| Assets under management | $74.4M | $78.2M | $78.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 6 | 1 | 1 |
| Individual clients | 103 | 25 | 49 |
| Assets per client | $723K | $3.1M | $1.6M |
| Clients per advisor | 17 | 25 | 49 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 5 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Sep 2026, Jan 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.