| Assets under management | $2M | $2.1M | $2.1M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 1 |
| Individual clients | 6 | 42 | 19 |
| Assets per client | $325K | $49K | $109K |
| Clients per advisor | – | 42 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Sep 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.