| Assets under management | $3.3M | $3.5M | $3.2M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 11 | 8 | 6 |
| Assets per client | $303K | $437K | $526K |
| Clients per advisor | 11 | 8 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Nov 2023, 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.