| Assets under management | $6M | $6.4M | $5.7M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 25 | 3 | 16 |
| Assets per client | $242K | $2.1M | $358K |
| Clients per advisor | 25 | 3 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Mar 2025, Jul 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.